PCS
Personal CFO Solutions Portfolio holdings
AUM
$630M
1-Year Est. Return
24.98%
This Fund
S&P 500
1 Year Est. Return
+24.98%
AUM
$570M
AUM Growth
+$29.4M
(+5.4%)
Holding
532
Top Buys
| 1 | +$13.6M | |
| 2 | +$5.34M | |
| 3 | +$1.89M | |
| 4 |
Broadcom
AVGO
|
+$1.84M |
| 5 |
Vanguard Growth ETF
VUG
|
+$1.25M |
Top Sells
| 1 | +$12.2M | |
| 2 | +$7.43M | |
| 3 | +$4.72M | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$3.42M |
| 5 |
NVIDIA
NVDA
|
+$2M |
Sector Composition
| 1 | Technology | 21.86% |
| 2 | Financials | 20.15% |
| 3 | Industrials | 8.79% |
| 4 | Consumer Discretionary | 8.14% |
| 5 | Communication Services | 8.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
526
iShares MSCI World ETF
URTH
$6.93B
| – | – |
-3,002
|
|
||
527
iShares Broad USD High Yield Corporate Bond ETF
USHY
$24.4B
| – | – |
-6,444
|
|
||
528
ProShares Ultra Russell2000
UWM
$217M
| – | – |
-322,764
|
|
||
529
VF Corp
VFC
$6.65B
| – | – |
-10,018
|
|
||
|
VRNA
530
DELISTED
Verona Pharma
VRNA
| – | – |
-6,495
|
|
||
531
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.6B
| – | – |
-11,939
|
|
||
532
YPF
YPF
$18.1B
| – | – |
-10,476
|
|