MPCL
My Personal CFO LLC Portfolio holdings
AUM
$220M
This Quarter Return
+2.65%
1 Year Return
+11.75%
3 Year Return
+67.64%
5 Year Return
–
10 Year Return
–
AUM
$187M
AUM Growth
+$187M
(+8%)
Cap. Flow
+$12.6M
Cap. Flow
% of AUM
6.72%
Top 10 Holdings %
Top 10 Hldgs %
52.63%
Holding
103
New
6
Increased
36
Reduced
36
Closed
2
Top Buys
| 1 |
Microsoft
MSFT
|
$5.37M |
| 2 |
NVIDIA
NVDA
|
$2.45M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$1.61M |
| 4 |
Wayfair
W
|
$1.2M |
| 5 |
Innovator US Equity Buffer ETF April
BAPR
|
$997K |
Top Sells
| 1 |
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
|
$2.07M |
| 2 |
Amazon
AMZN
|
$874K |
| 3 |
Dimensional International Core Equity Market ETF
DFAI
|
$341K |
| 4 |
Stagwell
STGW
|
$282K |
| 5 |
iShares Russell 2000 Value ETF
IWN
|
$243K |
Sector Composition
| 1 | Technology | 21.89% |
| 2 | Communication Services | 6.42% |
| 3 | Consumer Discretionary | 2.41% |
| 4 | Financials | 2.35% |
| 5 | Healthcare | 1.1% |
