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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 $691,914,723
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Chubb Ltd
 CB 200,378 $68,481,147 9.9%
2.
Apple Inc.
 AAPL 147,071 $42,556,328 6.15%
3.
Alphabet Inc.
 GOOGL 56,356 $20,139,874 2.91%
4.
Blue Buffalo Pet Products Inc.
 BUFF 563,980 $19,327,584 2.79%
5.
Nvidia Corp
 NVDA 94,496 $18,907,690 2.73%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.