MPCL
My Personal CFO LLC Portfolio holdings
AUM
$220M
1-Year Return
11.75%
This Quarter Return
+9.89%
1 Year Return
+11.75%
3 Year Return
+67.64%
5 Year Return
–
10 Year Return
–
AUM
$117M
AUM Growth
+$8.8M
(+8.1%)
Cap. Flow
+$53.2M
Cap. Flow
% of AUM
45.41%
Top 10 Holdings %
Top 10 Hldgs %
52.09%
Holding
898
New
3
Increased
63
Reduced
3
Closed
823
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$8.15M |
| 2 |
Okta
OKTA
|
+$7.67M |
| 3 |
Apple
AAPL
|
+$3.84M |
| 4 |
Avantis US Equity ETF
AVUS
|
+$3.69M |
| 5 |
Microsoft
MSFT
|
+$3.17M |
Top Sells
| 1 |
Stagwell
STGW
|
+$6.88M |
| 2 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$507K |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
+$292K |
| 4 |
Real Estate Select Sector SPDR Fund
XLRE
|
+$263K |
| 5 |
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% |
