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
426
$3.35K ﹤0.01%
+102
427
$3.33K ﹤0.01%
+124
428
$3.31K ﹤0.01%
+71
429
$3.31K ﹤0.01%
+41
430
$3.29K ﹤0.01%
+85
431
$3.28K ﹤0.01%
+32
432
$3.28K ﹤0.01%
+35
433
$3.27K ﹤0.01%
+48
434
$3.26K ﹤0.01%
+61
435
$3.25K ﹤0.01%
+64
436
$3.22K ﹤0.01%
+15
437
$3.14K ﹤0.01%
+20
438
$3.13K ﹤0.01%
+22
439
$3.11K ﹤0.01%
+23
440
$3.07K ﹤0.01%
+6
441
$3.06K ﹤0.01%
+134
442
$3.06K ﹤0.01%
+500
443
$3.05K ﹤0.01%
+38
444
$3.03K ﹤0.01%
+165
445
$3K ﹤0.01%
+10
446
$2.97K ﹤0.01%
+21
447
$2.95K ﹤0.01%
+48
448
$2.95K ﹤0.01%
+28
449
$2.95K ﹤0.01%
+110
450
$2.91K ﹤0.01%
+17
16 17
18
19 20