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
$127M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$735K
3
+$707K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$626K
5
STGW icon
Stagwell
STGW
+$499K

Top Sells

1
+$1.81M
2
+$586K
3
+$205K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$156K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$153K

Sector Composition

1 Technology 19.69%
2 Communication Services 4.11%
3 Financials 3.01%
4 Healthcare 1.66%
5 Consumer Discretionary 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.39M 1.09%
24,750
27
$1.38M 1.08%
+6,271
28
$1.37M 1.08%
50,279
+200
29
$1.36M 1.07%
17,970
+8,280
30
$1.31M 1.03%
35,200
31
$1.25M 0.98%
33,160
32
$1.17M 0.92%
11,967
33
$1.03M 0.81%
7,096
-43
34
$990K 0.78%
27,817
+12
35
$962K 0.76%
33,890
36
$940K 0.74%
26,650
+5,050
37
$930K 0.73%
1,935
-7
38
$873K 0.69%
25,700
-140
39
$847K 0.66%
6,668
+15
40
$756K 0.59%
4,567
-20
41
$735K 0.58%
+21,900
42
$701K 0.55%
17,241
+176
43
$695K 0.55%
6,103
+14
44
$684K 0.54%
20,467
-14
45
$640K 0.5%
2,060
-5
46
$625K 0.49%
17,810
+1,596
47
$603K 0.47%
12,000
48
$557K 0.44%
15,300
-2,000
49
$524K 0.41%
7,182
-8,029
50
$492K 0.39%
3,556
+1,702
1
2
3 4