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Home > Institutional Investor > Personal Cfo Solutions, Llc > Profile

Instuitional Investor - Personal Cfo Solutions, Llc

Fund Profile
Filing Period:
Fund Name: Personal Cfo Solutions, Llc
Portfolio Value $577,611,954
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Chubb Ltd
 CB 169,877 $38,392,281 6.64%
2.
Ishares Trust
 IEF 105,478 $21,170,635 3.66%
3.
Innovator Etfs Tr
 517,873 $17,281,422 2.99%
4.
Apple Inc.
 AAPL 85,934 $16,544,949 2.86%
5.
Microsoft Corp
 MSFT 30,484 $11,463,246 1.98%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)