PCS

Personal CFO Solutions Portfolio holdings

AUM $712M
1-Year Est. Return 25.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$570M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$5.34M
3
+$1.89M
4
AVGO icon
Broadcom
AVGO
+$1.84M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.25M

Top Sells

1
+$12.2M
2
+$7.43M
3
+$4.72M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.42M
5
NVDA icon
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
51
$1.93M 0.34%
+43,246
52
$1.91M 0.33%
36,942
+385
53
$1.86M 0.33%
5,399
+1,270
54
$1.85M 0.33%
5,194
-209
55
$1.84M 0.32%
24,067
-26
56
$1.84M 0.32%
2,687
+687
57
$1.83M 0.32%
2,373
+245
58
$1.81M 0.32%
17,553
-823
59
$1.76M 0.31%
69,136
+1,376
60
$1.7M 0.3%
17,402
+6,284
61
$1.67M 0.29%
17,085
+55
62
$1.65M 0.29%
3,472
+71
63
$1.61M 0.28%
2,310
-31
64
$1.56M 0.27%
4,419
-1,411
65
$1.55M 0.27%
9,335
-197
66
$1.53M 0.27%
48,582
-1,049
67
$1.53M 0.27%
23,002
+849
68
$1.51M 0.26%
5,342
+530
69
$1.51M 0.26%
1,628
-6
70
$1.48M 0.26%
6,957
+124
71
$1.47M 0.26%
10,044
-259
72
$1.47M 0.26%
6,220
+3,228
73
$1.45M 0.26%
6,281
-185
74
$1.43M 0.25%
18,681
+2,175
75
$1.42M 0.25%
23,200
-334
1 2
3
4 5