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
376
– –
-12
377
– –
-3
378
– –
-202
379
– –
-71
380
– –
-6
381
– –
-528
382
– –
-6
383
– –
-6
384
– –
-110
385
– –
-4
386
– –
-1
387
– –
-44
388
– –
-18
389
– –
-5
390
– –
-792
391
– –
-8
392
– –
-5
393
– –
-626
394
– –
-3,500
395
– –
-10
396
– –
-49
397
– –
-512
398
– –
-36
399
– –
-20
400
– –
-44
14 15
16
17 18