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
251
$11.2K 0.01%
+108
252
$11.1K 0.01%
+107
253
$10.8K 0.01%
+200
254
$10.6K 0.01%
+157
255
$10.6K 0.01%
+80
256
$10.5K 0.01%
+212
257
$10.4K 0.01%
+300
258
$10.3K 0.01%
+97
259
$10.3K 0.01%
+43
260
$10.2K 0.01%
+71
261
$10.1K 0.01%
+52
262
$10K 0.01%
+220
263
$9.91K 0.01%
+84
264
$9.87K 0.01%
+100
265
$9.78K 0.01%
+235
266
$9.73K 0.01%
+115
267
$9.73K 0.01%
+116
268
$9.71K 0.01%
+58
269
$9.69K 0.01%
+212
270
$9.6K 0.01%
+352
271
$9.56K 0.01%
+333
272
$9.52K 0.01%
+132
273
$9.47K 0.01%
+220
274
$9.43K 0.01%
+200
275
$9.34K 0.01%
+52
9 10
11
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