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
301
$7.89K 0.01%
+70
302
$7.88K 0.01%
+57
303
$7.88K 0.01%
+32
304
$7.8K 0.01%
+1
305
$7.8K 0.01%
+52
306
$7.69K 0.01%
+99
307
$7.67K 0.01%
+120
308
$7.56K 0.01%
+115
309
$7.38K 0.01%
+36
310
$7.3K 0.01%
+52
311
$7.24K 0.01%
+77
312
$7.17K 0.01%
+88
313
$7.13K 0.01%
+159
314
$7.08K 0.01%
+1
315
$7.05K 0.01%
+90
316
$6.94K 0.01%
+384
317
$6.88K 0.01%
+132
318
$6.86K 0.01%
+177
319
$6.83K 0.01%
+39
320
$6.8K 0.01%
+94
321
$6.77K 0.01%
+92
322
$6.77K 0.01%
+90
323
$6.75K 0.01%
+19
324
$6.74K 0.01%
+52
325
$6.66K 0.01%
+218
11 12
13
14 15