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
$117M
AUM Growth
+$8.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
898
New
Increased
Reduced
Closed

Top Buys

1
+$8.15M
2
+$7.67M
3
+$3.84M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$3.69M
5
MSFT icon
Microsoft
MSFT
+$3.17M

Top Sells

1
+$6.88M
2
+$507K
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
26
$1.35M 1.15%
50,079
+32,100
27
$1.29M 1.1%
3,149
+2,122
28
$1.22M 1.04%
35,200
+24,193
29
$1.17M 1%
33,160
+28,653
30
$1.08M 0.92%
11,967
31
$1.06M 0.91%
15,211
+8,903
32
$982K 0.84%
27,805
+25,805
33
$955K 0.82%
+33,890
34
$918K 0.78%
1,942
+1,941
35
$877K 0.75%
7,139
+7,132
36
$859K 0.73%
6,653
+6,647
37
$817K 0.7%
25,840
+16,141
38
$741K 0.63%
9,690
+5,687
39
$711K 0.61%
4,587
+3,905
40
$706K 0.6%
21,600
+11,588
41
$689K 0.59%
17,065
+2,670
42
$669K 0.57%
20,481
+18,050
43
$609K 0.52%
2,065
+1,464
44
$608K 0.52%
12,000
-10,010
45
$597K 0.51%
6,089
+5,909
46
$585K 0.5%
17,300
+17,282
47
$559K 0.48%
4,556
+594
48
$538K 0.46%
16,214
+14,743
49
$500K 0.43%
4,998
+4,507
50
$485K 0.41%
3,503
+3,500
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