MPCL

My Personal CFO LLC Portfolio holdings

AUM $240M
1-Year Est. Return 15.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.37%
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
+$829K
2
+$716K
3
+$365K
4
BNOV icon
Innovator US Equity Buffer ETF November
BNOV
+$288K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$271K

Top Sells

1
+$2.78M
2
+$1.13M
3
+$462K
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$368K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$143K

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
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