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
451
$2.89K ﹤0.01%
+10
452
$2.88K ﹤0.01%
+38
453
$2.87K ﹤0.01%
+63
454
$2.87K ﹤0.01%
+31
455
$2.77K ﹤0.01%
+100
456
$2.77K ﹤0.01%
+21
457
$2.74K ﹤0.01%
+12
458
$2.73K ﹤0.01%
+17
459
$2.73K ﹤0.01%
+11
460
$2.71K ﹤0.01%
+8
461
$2.71K ﹤0.01%
+21
462
$2.68K ﹤0.01%
+23
463
$2.66K ﹤0.01%
+48
464
$2.63K ﹤0.01%
+85
465
$2.62K ﹤0.01%
+83
466
$2.62K ﹤0.01%
+16
467
$2.62K ﹤0.01%
+60
468
$2.62K ﹤0.01%
+2
469
$2.58K ﹤0.01%
+118
470
$2.57K ﹤0.01%
+39
471
$2.57K ﹤0.01%
+35
472
$2.55K ﹤0.01%
+40
473
$2.55K ﹤0.01%
+52
474
$2.54K ﹤0.01%
+34
475
$2.5K ﹤0.01%
+54
17 18
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