MPCL

My Personal CFO LLC Portfolio holdings

AUM $220M
1-Year Est. Return 11.75%
This Quarter Est. Return
1 Year Est. Return
+11.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$11.6M
3
+$11.4M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.85M
5
AAPL icon
Apple
AAPL
+$4.38M

Top Sells

No sells this quarter

Sector Composition

1 Technology 36.33%
2 Financials 3.58%
3 Healthcare 1.96%
4 Consumer Discretionary 0.79%
5 Communication Services 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.07M 0.93%
+15,715
27
$1.01M 0.88%
+6,640
28
$1M 0.88%
+2,104
29
$978K 0.85%
+1,947
30
$908K 0.79%
+17,634
31
$784K 0.68%
+6,096
32
$742K 0.65%
+3,500
33
$707K 0.62%
+4,134
34
$697K 0.61%
+4,503
35
$600K 0.52%
+1,445
36
$577K 0.5%
+6,217
37
$559K 0.49%
+3,503
38
$517K 0.45%
+26,576
39
$502K 0.44%
+15,250
40
$422K 0.37%
+8,272
41
$411K 0.36%
+9,248
42
$405K 0.35%
+2,557
43
$387K 0.34%
+2,053
44
$384K 0.33%
+7,000
45
$362K 0.32%
+2,800
46
$343K 0.3%
+2,438
47
$337K 0.29%
+1,489
48
$334K 0.29%
+1,204
49
$331K 0.29%
+3,990
50
$307K 0.27%
+1,400
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