Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $492,527,198
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Chubb Ltd
 CB 193,555 $58,451,732 11.87%
2.
Apple Inc.
 AAPL 109,242 $24,265,921 4.93%
3.
Amazon Com Inc
 AMZN 64,884 $12,344,821 2.51%
4.
Microsoft Corp
 MSFT 31,837 $11,951,171 2.43%
5.
Proshares Trust
 339,375 $11,348,699 2.3%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)