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
$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
26
$1.03M 0.95%
+1
27
$1.01M 0.94%
11,967
28
$996K 0.92%
+12,124
29
$872K 0.8%
6
30
$862K 0.8%
+9,699
31
$820K 0.76%
682
32
$695K 0.64%
7
33
$692K 0.64%
6,308
+3,003
34
$686K 0.63%
10,012
35
$669K 0.62%
14,395
+1
36
$653K 0.6%
601
37
$644K 0.59%
3,962
+1,011
38
$581K 0.54%
18
-2
39
$579K 0.53%
11,007
40
$577K 0.53%
2,000
+3
41
$576K 0.53%
4,003
-15,008
42
$524K 0.48%
3
43
$435K 0.4%
491
-2
44
$428K 0.4%
26,576
45
$410K 0.38%
4,507
-353
46
$405K 0.37%
180
+174
47
$403K 0.37%
2,431
+595
48
$392K 0.36%
292
49
$350K 0.32%
2
50
$347K 0.32%
5,339
-2
1
2
3 4 5