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
$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
451
– –
-135
452
– –
-9
453
– –
-4
454
– –
-61
455
– –
-24
456
– –
-52
457
– –
-8
458
– –
-64
459
– –
-301
460
– –
-246
461
– –
-6
462
– –
-6
463
– –
-17
464
– –
-116
465
– –
-795
466
– –
-84
467
– –
-20
468
– –
-4
469
– –
-6
470
– –
-71
471
– –
-79
472
– –
-304
473
– –
-26
474
– –
-22
475
– –
-5
17 18
19
20 21