MPCL

My Personal CFO LLC Portfolio holdings

AUM $258M
1-Year Est. Return 14.14%
This Quarter Est. Return
1 Year Est. Return
+14.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
896
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$1.4M
3
+$1.4M
4
UNH icon
UnitedHealth
UNH
+$1.03M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$996K

Top Sells

1
+$12.7M
2
+$2.16M
3
+$2.14M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$462K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$266K

Sector Composition

1 Technology 19.27%
2 Communication Services 10.82%
3 Financials 4.1%
4 Healthcare 2.78%
5 Consumer Discretionary 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$14.3K 0.01%
+374
227
$14.3K 0.01%
+243
228
$14.2K 0.01%
+229
229
$14K 0.01%
+300
230
$13.7K 0.01%
+800
231
$13.5K 0.01%
+165
232
$13.5K 0.01%
+96
233
$13.4K 0.01%
+320
234
$13.4K 0.01%
+147
235
$13.1K 0.01%
+103
236
$12.6K 0.01%
+94
237
$12.6K 0.01%
+136
238
$12.4K 0.01%
+114
239
$12.4K 0.01%
+113
240
$12.2K 0.01%
+122
241
$12.1K 0.01%
+154
242
$12.1K 0.01%
+500
243
$12K 0.01%
+645
244
$12K 0.01%
+400
245
$11.8K 0.01%
+118
246
$11.8K 0.01%
+359
247
$11.6K 0.01%
+182
248
$11.5K 0.01%
+130
249
$11.3K 0.01%
+1,197
250
$11.3K 0.01%
+626
8 9
10
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