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
326
$6.64K 0.01%
+40
327
$6.6K 0.01%
+106
328
$6.59K 0.01%
+64
329
$6.57K 0.01%
+65
330
$6.5K 0.01%
+76
331
$6.47K 0.01%
+103
332
$6.44K 0.01%
+250
333
$6.33K 0.01%
+58
334
$6.32K 0.01%
+29
335
$6.31K 0.01%
+542
336
$6.26K 0.01%
+54
337
$6.26K 0.01%
+162
338
$6.18K 0.01%
+131
339
$6.16K 0.01%
+485
340
$6.15K 0.01%
+69
341
$6.13K 0.01%
+100
342
$6.08K 0.01%
+137
343
$6.06K 0.01%
+121
344
$6.05K 0.01%
+114
345
$6.04K 0.01%
+29
346
$6.03K 0.01%
+395
347
$5.98K 0.01%
+200
348
$5.92K 0.01%
+42
349
$5.75K 0.01%
+100
350
$5.67K 0.01%
+126
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