PCS
Personal CFO Solutions Portfolio holdings
AUM
$712M
1-Year Est. Return
25.69%
This Fund
S&P 500
1 Year Est. Return
+25.69%
AUM
$712M
AUM Growth
+$82.1M
(+13%)
Holding
571
Top Buys
| 1 | +$27.9M | |
| 2 | +$18.5M | |
| 3 | +$16.4M | |
| 4 |
iShares 0-1 Year Treasury Bond ETF
SHV
|
+$14.1M |
| 5 |
Innovator US Equity Buffer ETF January
BJAN
|
+$12.9M |
Top Sells
| 1 | +$14.4M | |
| 2 | +$9.05M | |
| 3 | +$8.68M | |
| 4 |
AstraZeneca
AZN
|
+$1.56M |
| 5 |
iShares Expanded Tech-Software Sector ETF
IGV
|
+$1.43M |
Sector Composition
| 1 | Technology | 17.64% |
| 2 | Financials | 16.99% |
| 3 | Industrials | 7.81% |
| 4 | Healthcare | 7.09% |
| 5 | Communication Services | 6.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
ASML
ASML
$657B
| $2.26M | 0.32% |
1,711
-456
|
|
||
52
ServiceNow
NOW
$132B
| $2.26M | 0.32% |
21,580
+8,845
|
|
||
53
Seagate
STX
$210B
| $2.13M | 0.3% |
5,430
-304
|
|
||
54
Shopify
SHOP
$152B
| $2.11M | 0.3% |
17,748
+1,880
|
|
||
55
General Dynamics
GD
$91.3B
| $2.1M | 0.29% |
6,111
-295
|
|
||
56
GE Aerospace
GE
$331B
| $2.08M | 0.29% |
7,329
+59
|
|
||
|
57
AstraZeneca
AZN
$275B
| $2.07M | 0.29% |
10,517
-9,628
|
|
||
58
Aon
AON
$67.9B
| $2.04M | 0.29% |
6,331
+1,394
|
|
||
59
Accenture
ACN
$114B
| $2.03M | 0.29% |
10,242
+5,527
|
|
||
60
Goldman Sachs
GS
$314B
| $2.03M | 0.28% |
2,395
-326
|
|
||
61
iShares S&P 500 Growth ETF
IVW
$76.9B
| $2M | 0.28% |
+17,667
|
|
||
62
Walmart Inc
WMT
$900B
| $1.97M | 0.28% |
15,851
-3,106
|
|
||
63
Coca-Cola
KO
$337B
| $1.95M | 0.27% |
25,502
+323
|
|
||
64
Pfizer
PFE
$146B
| $1.92M | 0.27% |
68,233
-233
|
|
||
65
Novartis
NVS
$274B
| $1.81M | 0.25% |
11,831
+8,720
|
|
||
66
Bank of America
BAC
$372B
| $1.81M | 0.25% |
37,026
+68
|
|
||
67
IBM
IBM
$309B
| $1.79M | 0.25% |
7,374
+2,164
|
|
||
68
Palantir
PLTR
$365B
| $1.73M | 0.24% |
11,854
-638
|
|
||
69
Sea Limited
SE
$57B
| $1.64M | 0.23% |
19,842
+4,479
|
|
||
70
First Trust Cloud Computing ETF
SKYY
$3.23B
| $1.64M | 0.23% |
14,977
-397
|
|
||
71
Citigroup
C
$224B
| $1.58M | 0.22% |
13,969
+1,600
|
|
||
72
W.R. Berkley
WRB
$24.3B
| $1.58M | 0.22% |
23,802
+364
|
|
||
73
Medtronic
MDT
$94.7B
| $1.55M | 0.22% |
17,689
+6,643
|
|
||
74
Lam Research
LRCX
$418B
| $1.54M | 0.22% |
7,213
+1,014
|
|
||
75
Energy Transfer Partners
ET
$67.2B
| $1.54M | 0.22% |
79,918
+13
|
|