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
$154M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$5.35M
2
+$1.9M
3
+$1.34M
4
META icon
Meta Platforms (Facebook)
META
+$966K
5
BNOV icon
Innovator US Equity Buffer ETF November
BNOV
+$890K

Top Sells

1
+$1.23M
2
+$845K
3
+$451K
4
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$350K
5
QCLN icon
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
+$200K

Sector Composition

1 Technology 19.41%
2 Communication Services 6.91%
3 Financials 2.54%
4 Consumer Discretionary 2.04%
5 Healthcare 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.53M 0.99%
37,340
+4,380
27
$1.5M 0.97%
3,131
+8
28
$1.44M 0.94%
38,439
+10,622
29
$1.42M 0.92%
24,750
30
$1.4M 0.91%
37,320
31
$1.39M 0.91%
35,200
32
$1.31M 0.85%
12,067
+6,438
33
$1.26M 0.82%
11,967
34
$1.2M 0.78%
16,291
-11,487
35
$1.19M 0.78%
41,669
-5,895
36
$1.16M 0.75%
7,138
+45
37
$1.04M 0.68%
13,560
-2,450
38
$1.03M 0.67%
1,965
+34
39
$989K 0.64%
6,709
+602
40
$972K 0.63%
33,890
41
$966K 0.63%
+2,729
42
$904K 0.59%
6,655
-13
43
$792K 0.52%
19,264
+2,146
44
$782K 0.51%
21,900
45
$762K 0.5%
5,017
+2,901
46
$731K 0.48%
2,109
+49
47
$713K 0.46%
4,550
+62
48
$704K 0.46%
18,300
49
$688K 0.45%
18,469
-936
50
$684K 0.45%
+26,937
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