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
301
– –
-126
302
– –
-10
303
– –
-3
304
– –
-178
305
– –
-85
306
– –
-9
307
– –
-34
308
– –
-6
309
– –
-200
310
– –
-9
311
– –
-6
312
– –
-87
313
– –
-10
314
– –
-78
315
– –
-43
316
– –
-136
317
– –
-42
318
– –
-2
319
– –
-54
320
– –
-46
321
– –
-1
322
– –
-32
323
– –
-27
324
– –
-4
325
– –
-857
11 12
13
14 15