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
176
$688K 0.12%
5,413
+22
177
$679K 0.12%
+15,164
178
$678K 0.12%
2,220
+110
179
$675K 0.12%
10,518
-58
180
$671K 0.12%
3,342
-235
181
$663K 0.12%
23,743
-290
182
$652K 0.11%
10,431
+522
183
$649K 0.11%
3,312
+1,549
184
$647K 0.11%
3,340
+440
185
$644K 0.11%
7,599
+33
186
$641K 0.11%
2,069
-31
187
$639K 0.11%
8,142
+432
188
$634K 0.11%
3,451
+261
189
$629K 0.11%
7,459
+110
190
$626K 0.11%
2,749
-289
191
$619K 0.11%
4,195
+21
192
$610K 0.11%
29,530
-165
193
$606K 0.11%
3,789
+47
194
$600K 0.11%
1,921
-69
195
$600K 0.11%
2,539
+180
196
$597K 0.1%
7,025
+322
197
$595K 0.1%
17,264
+573
198
$593K 0.1%
2,164
-17
199
$588K 0.1%
34,566
+949
200
$587K 0.1%
18,786
-938
6 7
8
9 10