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
401
$3.84K ﹤0.01%
+93
402
$3.82K ﹤0.01%
+7
403
$3.81K ﹤0.01%
+78
404
$3.77K ﹤0.01%
+10
405
$3.76K ﹤0.01%
+29
406
$3.75K ﹤0.01%
+20
407
$3.7K ﹤0.01%
+15
408
$3.65K ﹤0.01%
+155
409
$3.65K ﹤0.01%
+58
410
$3.63K ﹤0.01%
+72
411
$3.62K ﹤0.01%
+41
412
$3.59K ﹤0.01%
+44
413
$3.53K ﹤0.01%
+16
414
$3.53K ﹤0.01%
+99
415
$3.52K ﹤0.01%
+82
416
$3.52K ﹤0.01%
+24
417
$3.48K ﹤0.01%
+44
418
$3.48K ﹤0.01%
+34
419
$3.47K ﹤0.01%
+86
420
$3.46K ﹤0.01%
+156
421
$3.42K ﹤0.01%
+351
422
$3.42K ﹤0.01%
+100
423
$3.4K ﹤0.01%
+91
424
$3.38K ﹤0.01%
+34
425
$3.36K ﹤0.01%
+302
15 16
17
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