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PERSONAL CFO SOLUTIONS, LLC

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CHESTER NJ Investment Advisor
13F Summary

Subscription Required

Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

Personal CFO Solutions is based out of Chester. Personal CFO Solutions is a large advisory firm with 483 clients and discretionary assets under management (AUM) of $960,519,833 (Form ADV from 2023-04-28). Their last reported 13F filing for Q4 2023 included $577,611,954 in managed 13F securities and a top 10 holdings concentration of 26.83%. Personal CFO Solutions's largest holding is Chubb Limited with shares held of 169,877. Whalewisdom has at least 18 13F filings

2023-12-31

Top Buys (13F)

Name % Change
FTEC Fidelity MSCI Inform 0.81%
FCOM Fidelity MSCI Commun 0.57%
CBRE CBRE Group Inc Commo 0.28%
MSFT Microsoft Corp. 0.26%
TSLA Tesla Inc 0.25%

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
CB Chubb Limited 6.65%
IWM iShares Russell 2000 3.67%
PAUG Innovator U.S. Equit 2.99%
AAPL Apple Inc 2.86%
MSFT Microsoft Corp. 1.98%

2023-12-31

13F Activity

Market Value $0.58b, Prior: $0.51b
New Purchases 98 stocks
Added To 237 stocks
Sold out of 42 stocks
Reduced holdings in 163 stocks
Top 10 Holdings % 26.83%
Turnover %[1] 27.4%
Turnover Alt %[2] 8.31%
Time Held Top 20 6.4 quarters
Time Held Top 10 4.7 quarters
Time Held All 8.36 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance