We are live on ! Find out more
MPCL

My Personal CFO LLC Portfolio holdings

AUM $228M
1-Year Est. Return 14.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
+$8.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
898
New
Increased
Reduced
Closed

Top Buys

1
+$7.99M
2
+$6.77M
3
+$3.69M
4
AAPL icon
Apple
AAPL
+$3.44M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.83M

Top Sells

1
+$6.48M
2
+$502K
3
+$292K
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$263K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$213K

Sector Composition

1 Technology 21.82%
2 Communication Services 4.28%
3 Financials 2.99%
4 Healthcare 1.8%
5 Consumer Discretionary 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-2
252
– –
-24
253
– –
-5
254
– –
-62
255
– –
-80
256
– –
-44
257
– –
-542
258
– –
-131
259
– –
-34
260
– –
-1,820
261
– –
-3
262
– –
-351
263
– –
-212
264
– –
-7
265
– –
-260
266
– –
-77
267
– –
-8
268
– –
-15
269
– –
-500
270
– –
-6
271
– –
-17
272
– –
-130
273
– –
-21
274
– –
-3,630
275
– –
-97
9 10
11
12 13