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
376
$4.55K ﹤0.01%
+41
377
$4.54K ﹤0.01%
+45
378
$4.53K ﹤0.01%
+88
379
$4.51K ﹤0.01%
+79
380
$4.49K ﹤0.01%
+42
381
$4.47K ﹤0.01%
+27
382
$4.41K ﹤0.01%
+71
383
$4.35K ﹤0.01%
+69
384
$4.35K ﹤0.01%
+62
385
$4.35K ﹤0.01%
+43
386
$4.33K ﹤0.01%
+6
387
$4.32K ﹤0.01%
+41
388
$4.25K ﹤0.01%
+16
389
$4.22K ﹤0.01%
+75
390
$4.19K ﹤0.01%
+52
391
$4.18K ﹤0.01%
+51
392
$4.16K ﹤0.01%
+54
393
$4.11K ﹤0.01%
+26
394
$4.03K ﹤0.01%
+19
395
$4.02K ﹤0.01%
+35
396
$4K ﹤0.01%
+80
397
$4K ﹤0.01%
+48
398
$3.98K ﹤0.01%
+45
399
$3.92K ﹤0.01%
+43
400
$3.89K ﹤0.01%
+10
14 15
16
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