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PCS

Personal CFO Solutions Portfolio holdings

AUM $712M
1-Year Est. Return 25.3%
This Fund
S&P 500
This Quarter Est. Return
+2.16%
1 Year Est. Return
+25.3%
3 Year Est. Return
+74.76%
5 Year Est. Return
+83.43%
10 Year Est. Return
AUM
$251M
AUM Growth
Cap. Flow
+$246M
Cap. Flow %
97.99%
Top 10 Hldgs %
30.26%
Holding
287
New
287
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 14.77%
2 Technology 8.09%
3 Healthcare 7.52%
4 Communication Services 7.46%
5 Consumer Discretionary 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LRCX icon
76
Lam Research
LRCX
$392B
$806K 0.32%
+34,610
New +$727K
FEZ icon
77
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.29B
$784K 0.31%
+20,772
New +$775K
MO icon
78
Altria Group
MO
$124B
$768K 0.31%
+15,994
New +$736K
FLRN icon
79
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$3.07B
$762K 0.3%
+24,758
New +$760K
PSX icon
80
Phillips 66
PSX
$82.9B
$757K 0.3%
+7,389
New +$741K
IT icon
81
Gartner
IT
$9.39B
$749K 0.3%
+5,225
New +$760K
EFA icon
82
iShares MSCI EAFE ETF
EFA
$76.5B
$742K 0.3%
+11,382
New +$733K
IWF icon
83
iShares Russell 1000 Growth ETF
IWF
$123B
$742K 0.3%
+18,584
New +$745K
RMD icon
84
ResMed
RMD
$28.9B
$716K 0.29%
+5,302
New +$695K
KIM icon
85
Kimco Realty
KIM
$17.6B
$701K 0.28%
+33,370
New +$635K
CXSE icon
86
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
$481M
$699K 0.28%
+19,678
New +$716K
MTD icon
87
Mettler-Toledo International
MTD
$26.5B
$689K 0.27%
+977
New +$717K
BSV icon
88
Vanguard Short-Term Bond ETF
BSV
$44.7B
$683K 0.27%
+8,454
New +$682K
VXF icon
89
Vanguard Extended Market ETF
VXF
$30.5B
$682K 0.27%
+5,867
New +$691K
CNA icon
90
CNA Financial
CNA
$14.1B
$675K 0.27%
+13,697
New +$656K
SPLV icon
91
Invesco S&P 500 Low Volatility ETF
SPLV
$7.19B
$675K 0.27%
+11,655
New +$657K
TSN icon
92
Tyson Foods
TSN
$20.3B
$675K 0.27%
+7,835
New +$666K
EMR icon
93
Emerson Electric
EMR
$78.2B
$674K 0.27%
+8,809
New +$554K
VGK icon
94
Vanguard FTSE Europe ETF
VGK
$30B
$672K 0.27%
+12,543
New +$671K
STE icon
95
Steris
STE
$21.2B
$671K 0.27%
+4,645
New +$694K
IGIB icon
96
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.6B
$664K 0.26%
+11,462
New +$659K
PZA icon
97
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.27B
$664K 0.26%
+25,000
New +$662K
ARKK icon
98
ARK Innovation ETF
ARKK
$6.15B
$661K 0.26%
+15,406
New +$707K
CELG
99
DELISTED
Celgene Corp
CELG
$629K 0.25%
+6,337
New +$602K
AVGO icon
100
Broadcom
AVGO
$1.76T
$624K 0.25%
+22,640
New +$644K

Similar funds

Personal CFO Solutions's Q3 2019 Portfolio in Review

Q3 2019 is the first quarter with a 13F filing on record for Personal CFO Solutions, which disclosed 287 positions worth $251M. Its ten largest holdings account for 30% of the portfolio.

Its largest position is Chubb: 159,908 shares worth $25.7M.

By sector, the portfolio is most concentrated in Financials at 15% of assets, followed by Technology and Healthcare.

  • Personal CFO Solutions's largest Q3 2019 buy was Chubb: 159,908 shares worth $25.7M.
  • Personal CFO Solutions's ten largest holdings make up 30% of its $251M portfolio in Q3 2019.
  • Personal CFO Solutions disclosed 287 positions in Q3 2019, its first 13F filing on record.

Based on Personal CFO Solutions's 13F filing for Q3 2019, filed 13 Nov 2019.