PAS
PKS Advisory Services Portfolio holdings
AUM
$405M
1 Year Est. Return
–
AUM
$405M
AUM Growth
+$39.8M
(+11%)
Holding
276
Top Buys
| 1 | +$22.7M | |
| 2 | +$12.1M | |
| 3 | +$2.33M | |
| 4 |
SPDR Euro Stoxx 50 ETF
FEZ
|
+$2.32M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$1.07M |
Top Sells
| 1 | +$1.98M | |
| 2 | +$1.64M | |
| 3 | +$1.24M | |
| 4 |
Fidelity Blue Chip Growth ETF
FBCG
|
+$1.1M |
| 5 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$826K |
Sector Composition
| 1 | Technology | 6.68% |
| 2 | Financials | 2.78% |
| 3 | Communication Services | 2.65% |
| 4 | Consumer Discretionary | 2.18% |
| 5 | Industrials | 1.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Industrial Select Sector SPDR Fund
XLI
$23.4B
| – | – |
-6,289
|
|