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
326
– –
-61
327
– –
-47
328
– –
-18
329
– –
-185
330
– –
-9
331
– –
-6
332
– –
-87
333
– –
-10
334
– –
-78
335
– –
-43
336
– –
-136
337
– –
-42
338
– –
-2
339
– –
-54
340
– –
-46
341
– –
-1
342
– –
-32
343
– –
-27
344
– –
-4
345
– –
-857
346
– –
-3
347
– –
-301
348
– –
-2
349
– –
-21
350
– –
-21
12 13
14
15 16