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
276
$9.25K 0.01%
+374
277
$9.18K 0.01%
+138
278
$9.09K 0.01%
+84
279
$9.05K 0.01%
+62
280
$9.04K 0.01%
+270
281
$9.04K 0.01%
+114
282
$8.82K 0.01%
+63
283
$8.81K 0.01%
+16
284
$8.8K 0.01%
+97
285
$8.78K 0.01%
+24
286
$8.74K 0.01%
+59
287
$8.59K 0.01%
+67
288
$8.4K 0.01%
+181
289
$8.29K 0.01%
+118
290
$8.28K 0.01%
+40
291
$8.27K 0.01%
+108
292
$8.25K 0.01%
+22
293
$8.24K 0.01%
+62
294
$8.13K 0.01%
+44
295
$8.12K 0.01%
+241
296
$8.03K 0.01%
+121
297
$8.02K 0.01%
+78
298
$8.01K 0.01%
+86
299
$8K 0.01%
+263
300
$7.94K 0.01%
+117
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