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
$174M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.19M
3
+$1.06M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$922K
5
AMZN icon
Amazon
AMZN
+$908K

Top Sells

1
+$579K
2
+$309K
3
+$190K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$167K
5
EJAN icon
Innovator Emerging Markets Power Buffer ETF January
EJAN
+$165K

Sector Composition

1 Technology 19.94%
2 Communication Services 6.59%
3 Financials 2.62%
4 Consumer Discretionary 2.57%
5 Healthcare 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.86M 1.07%
50,950
-250
27
$1.85M 1.06%
30,000
28
$1.81M 1.04%
10,051
+5,034
29
$1.7M 0.98%
39,000
30
$1.63M 0.94%
3,098
-33
31
$1.54M 0.89%
16,392
+4,325
32
$1.53M 0.88%
24,750
33
$1.5M 0.87%
37,939
-500
34
$1.49M 0.86%
37,020
-300
35
$1.47M 0.85%
7,141
+3
36
$1.38M 0.8%
11,967
37
$1.28M 0.74%
2,644
-85
38
$1.26M 0.73%
41,699
+30
39
$1.25M 0.72%
6,920
+211
40
$1.2M 0.69%
16,470
+179
41
$1.06M 0.61%
+2,197
42
$940K 0.54%
1,901
-64
43
$911K 0.53%
6,640
-15
44
$823K 0.47%
21,900
45
$816K 0.47%
28,190
-5,700
46
$813K 0.47%
2,119
+10
47
$741K 0.43%
27,582
+645
48
$741K 0.43%
18,300
49
$731K 0.42%
9,533
-4,027
50
$716K 0.41%
18,230
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