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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 522 clients and discretionary assets under management (AUM) of $1,166,285,610 (Form ADV from 2024-03-29). Their last reported 13F filing for Q1 2024 included $640,866,950 in managed 13F securities and a top 10 holdings concentration of 26.01%. Personal CFO Solutions's largest holding is Chubb Limited with shares held of 169,239. Whalewisdom has at least 19 13F filings

2024-03-31

Top Buys (13F)

2024-03-31

Top Sells (13F)

2024-03-31

13F Holdings Summary

Name $ Change
CB Chubb Limited 6.84%
IWM iShares Russell 2000 3.26%
PMAR Innovator S&P 500 Po 2.97%
AAPL Apple Inc 2.31%
MSFT Microsoft Corp. 2.05%

2024-03-31

13F Activity

Market Value $0.64b, Prior: $0.58b
Inflows (Outflows) as % of Total MV +2.1906%
New Purchases 67 stocks
Added To 292 stocks
Sold out of 37 stocks
Reduced holdings in 162 stocks
Top 10 Holdings % 26.01%
Turnover %[1] 17.99%
Turnover Alt %[2] 14.79%
Time Held Top 20 6.35 quarters
Time Held Top 10 4.6 quarters
Time Held All 8.59 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.

2024-03-31

13F Sector Allocation Over Time

2024-03-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2024-03-31

Portfolio Performance