PERSONAL CFO SOLUTIONS, LLC

Q1 2022 13F Detailed Holdings

Location
Chester, NJ
Holdings as of
3/31/2022
Value ($000)
$507,068
Num holdings
472
Date filed
5/2/2022
Form type
13F-HR
Prev filing
2/11/2022
Next filing
8/5/2022
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 AllianceBernstein LP 028-10562
2 Advisory Research Inc 028-05637
3 AEW Capital Management LP 028-06538
4 AMI Asset Management Corp 028-11962
5 Aristotle Capital Management LLC 028-02634
6 AthenaInvest Advisors LLC
7 Atlanta Capital 028-05936
8 Beaumont Financial Partners LLC 028-11748
9 Berkshire Asset Management LLC 028-05034
10 BMO Asset Management Corp 028-16017
11 Brookmont Capital Management LLC 028-14438
12 Cambiar Investors LLC 028-01398
13 Clark Capital Management Group LLC 028-11680
14 Cohen & Steers Capital Management Inc 028-02405
15 Columbia Management Investment Advisers LLC 028-10477
16 Congress Asset Management Company 028-03434
17 Copeland Capital Management LLC 028-14668
18 Diamond Hill Capital Management Inc 028-10648
19 DSM Capital Partners LLC 028-10309
20 Dorsey, Wright & Associates LLC 028-12076
21 Goldman Sachs Asset Management LP 028-10981
22 Granite Investment Partners LLC 028-14862
23 Eaton Vance Management 028-04139
24 Granite Investment Partners LLC 028-14862
25 GW&K Investment Management LLC 028-04145
26 Harding Loevner LP 028-04434
27 Henry James International Management Inc. 028-18950
28 Invesco Advisers Inc 028-00255
29 JP Morgan 028-00694
30 Lazard Asset Management LLC 028-10469
31 Legg Mason Private Portfolio Group, LLC 028-12558
32 Macquarie Invesment Management Business Trust 028-05267
33 Miller Howard Investments Inc 028-03692
34 Neuberger Berman Investment Advisers LLC 028-17085
35 Newfound Research LLC 028-17093
36 Parametric Portfolio Associates LLC 028-04558
37 Peregrine Capital Management LLC 028-01523
38 Polen Capital Management LLC 028-03687
39 SouthernSun Asset Management LLC 028-03489
40 Sustainable Growth Advisers, LP 028-11076
41 London Co of Virginia 028-10665
42 Thompson, Siegel & Walmsley LLC 028-04041
43 Thornburg 028-06605
44 Donoghue Forlines LLC 028-18145
45 Wakefield Asset Management LLLP 028-18951
46 WCM Investment Management LLC 028-07104
47 Redwood Investments LLC 028-18341
48 Principal Global Investors 028-00869
49 Fred Alger Management LLC 028-01549
50 ARK Investment Management LLC 028-17768
51 Causeway Capital Management LLC 028-11728
52 Gyroscope Capital Management Group LLC 028-16673
53 Hillman Capital Management, Inc. 028-11091
54 Polaris Wealth Advisory Group, LLC 028-15561
55 Adviser Investment LLC 028-17711
56 Earnest Partners LLC 028-05269
57 Bahl & Gaynor Inc. 028-2825
58 Loomis Sayles & CO LP 028-00398
59 Capital Group Companies Inc. 028-00218