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
$117M
AUM Growth
+$8.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
898
New
Increased
Reduced
Closed

Top Buys

1
+$8.15M
2
+$7.67M
3
+$3.84M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$3.69M
5
MSFT icon
Microsoft
MSFT
+$3.17M

Top Sells

1
+$6.88M
2
+$507K
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
– –
-220
377
– –
-900
378
– –
-45
379
– –
-70
380
– –
-3
381
– –
-835
382
– –
-3
383
– –
-169
384
– –
-114
385
– –
-115
386
– –
-12
387
– –
-59
388
– –
-39
389
– –
-88
390
– –
-1,037
391
– –
-124
392
– –
-1
393
– –
-52
394
– –
-3
395
– –
-28
396
– –
-333
397
– –
-2
398
– –
-31
399
– –
-1,007
400
– –
-1,533
14 15
16
17 18