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
76
$1.38M 0.24%
16,483
+2,220
77
$1.38M 0.24%
19,772
+1,904
78
$1.37M 0.24%
79,891
+1,014
79
$1.35M 0.24%
14,217
+302
80
$1.33M 0.23%
1,855
-64
81
$1.31M 0.23%
3,223
+81
82
$1.3M 0.23%
+16,308
83
$1.3M 0.23%
4,328
-54
84
$1.3M 0.23%
2,634
+1,696
85
$1.27M 0.22%
8,288
+29
86
$1.26M 0.22%
8,702
+3,865
87
$1.25M 0.22%
27,815
-328
88
$1.25M 0.22%
20,949
+436
89
$1.23M 0.22%
29,068
-589
90
$1.21M 0.21%
2,129
-24
91
$1.2M 0.21%
11,096
92
$1.2M 0.21%
6,217
-146
93
$1.2M 0.21%
512
94
$1.2M 0.21%
21,562
+1,268
95
$1.18M 0.21%
5,781
-39
96
$1.17M 0.21%
17,139
+509
97
$1.16M 0.2%
4,719
-437
98
$1.15M 0.2%
11,296
-520
99
$1.12M 0.2%
16,567
+3,836
100
$1.11M 0.2%
6,547
-46
2 3
4
5 6