Equal-WT
WhaleScore 2.0
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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)
Name | % Change |
---|---|
FSTA Fidelity MSCI Consum | 0.92% |
FHLC Fidelity MSCI Health | 0.73% |
XLE The Energy Select Se | 0.5% |
SHY iShares 1-3 Year Tre | 0.45% |
CB Chubb Limited | 0.4% |
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