PCS
Personal CFO Solutions Portfolio holdings
AUM
$570M
1-Year Est. Return
21.69%
1 Year Est. Return
+21.69%
AUM
$570M
AUM Growth
+$29.4M
(+5.4%)
Holding
532
Top Buys
| 1 | +$14.4M | |
| 2 | +$5.35M | |
| 3 | +$1.98M | |
| 4 |
State Street Energy Select Sector SPDR ETF
XLE
|
+$1.93M |
| 5 |
Vanguard Growth ETF
VUG
|
+$1.3M |
Top Sells
| 1 | +$12.2M | |
| 2 | +$7.43M | |
| 3 | +$4.72M | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$3.42M |
| 5 |
NVIDIA
NVDA
|
+$2.14M |
Sector Composition
| 1 | Technology | 21.9% |
| 2 | Financials | 20.11% |
| 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 | |
|---|---|---|---|---|---|---|
|
51
State Street Energy Select Sector SPDR ETF
XLE
$27.2B
| $1.93M | 0.34% |
+21,623
|
|
||
52
Bank of America
BAC
$388B
| $1.91M | 0.33% |
36,942
+385
|
|
||
53
UnitedHealth
UNH
$294B
| $1.86M | 0.33% |
5,399
+1,270
|
|
||
54
Aon
AON
$74.3B
| $1.85M | 0.33% |
5,194
-209
|
|
||
55
W.R. Berkley
WRB
$27.7B
| $1.84M | 0.32% |
24,067
-26
|
|
||
56
Intuit
INTU
$177B
| $1.84M | 0.32% |
2,687
+687
|
|
||
57
McKesson
MCK
$102B
| $1.83M | 0.32% |
2,373
+245
|
|
||
58
Walmart
WMT
$896B
| $1.81M | 0.32% |
17,553
-823
|
|
||
59
Pfizer
PFE
$143B
| $1.76M | 0.31% |
69,136
+1,376
|
|
||
60
Uber
UBER
$182B
| $1.7M | 0.3% |
17,402
+6,284
|
|
||
61
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.5B
| $1.67M | 0.29% |
17,085
+55
|
|
||
62
Linde
LIN
$191B
| $1.65M | 0.29% |
3,472
+71
|
|
||
63
Spotify
SPOT
$119B
| $1.61M | 0.28% |
2,310
-31
|
|
||
64
Adobe
ADBE
$135B
| $1.56M | 0.27% |
4,419
-1,411
|
|
||
65
Qualcomm
QCOM
$183B
| $1.55M | 0.27% |
9,335
-197
|
|
||
66
Comcast
CMCSA
$98.5B
| $1.53M | 0.27% |
48,582
-1,049
|
|
||
67
Coca-Cola
KO
$304B
| $1.53M | 0.27% |
23,002
+849
|
|
||
68
IBM
IBM
$282B
| $1.51M | 0.26% |
5,342
+530
|
|
||
69
Costco
COST
$409B
| $1.51M | 0.26% |
1,628
-6
|
|
||
70
Capital One
COF
$142B
| $1.48M | 0.26% |
6,957
+124
|
|
||
71
Zoetis
ZTS
$54.8B
| $1.47M | 0.26% |
10,044
-259
|
|
||
72
Seagate
STX
$58.1B
| $1.47M | 0.26% |
6,220
+3,228
|
|
||
73
AbbVie
ABBV
$397B
| $1.45M | 0.26% |
6,281
-185
|
|
||
74
AstraZeneca
AZN
$280B
| $1.43M | 0.25% |
18,681
+2,175
|
|
||
75
Dominion Energy
D
$51.5B
| $1.42M | 0.25% |
23,200
-334
|
|