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
$77.9M
AUM Growth
-$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$534K
2
+$347K
3
+$326K
4
NKE icon
Nike
NKE
+$299K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$298K

Top Sells

1
+$595K
2
+$434K
3
+$249K
4
PYPL icon
PayPal
PYPL
+$242K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$236K

Sector Composition

1 Technology 28.58%
2 Financials 3.99%
3 Healthcare 2.79%
4 Consumer Discretionary 1.17%
5 Communication Services 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$781K 1%
6,640
27
$754K 0.97%
4,248
+252
28
$715K 0.92%
19,100
+14,277
29
$652K 0.84%
7,167
+106
30
$513K 0.66%
15,950
31
$497K 0.64%
6,217
32
$466K 0.6%
6,093
+28
33
$446K 0.57%
4,723
+170
34
$442K 0.57%
10,607
-5,984
35
$418K 0.54%
26,576
36
$417K 0.54%
7,995
+510
37
$416K 0.53%
3,506
+3
38
$401K 0.51%
1,462
+113
39
$347K 0.45%
+11,400
40
$337K 0.43%
8,272
+348
41
$332K 0.43%
2,800
42
$314K 0.4%
2,448
+6
43
$299K 0.38%
+2,927
44
$298K 0.38%
+2,342
45
$297K 0.38%
2,634
+187
46
$287K 0.37%
9,217
+422
47
$270K 0.35%
4,177
+1
48
$265K 0.34%
9,250
-6,000
49
$263K 0.34%
1,493
+2
50
$251K 0.32%
1,154
1
2
3