MPCL

My Personal CFO LLC Portfolio holdings

AUM $240M
1-Year Est. Return 15.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.37%
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
+$829K
2
+$716K
3
+$365K
4
BNOV icon
Innovator US Equity Buffer ETF November
BNOV
+$288K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$271K

Top Sells

1
+$2.78M
2
+$1.13M
3
+$462K
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$368K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$143K

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
351
$5.66K 0.01%
+209
352
$5.63K 0.01%
+148
353
$5.57K 0.01%
+42
354
$5.55K 0.01%
+78
355
$5.52K 0.01%
+108
356
$5.45K 0.01%
+17
357
$5.4K 0.01%
+47
358
$5.37K 0.01%
+211
359
$5.36K ﹤0.01%
+16
360
$5.36K ﹤0.01%
+219
361
$5.24K ﹤0.01%
+61
362
$5.21K ﹤0.01%
+307
363
$5.17K ﹤0.01%
+268
364
$5.02K ﹤0.01%
+126
365
$4.99K ﹤0.01%
+18
366
$4.94K ﹤0.01%
+165
367
$4.93K ﹤0.01%
+42
368
$4.85K ﹤0.01%
+124
369
$4.84K ﹤0.01%
+100
370
$4.8K ﹤0.01%
+20
371
$4.63K ﹤0.01%
+125
372
$4.63K ﹤0.01%
+20
373
$4.61K ﹤0.01%
+34
374
$4.59K ﹤0.01%
+103
375
$4.58K ﹤0.01%
+115
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