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
$187M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$5.37M
2
+$1.61M
3
+$1.2M
4
BAPR icon
Innovator US Equity Buffer ETF April
BAPR
+$997K
5
AVUS icon
Avantis US Equity ETF
AVUS
+$810K

Top Sells

1
+$2.07M
2
+$874K
3
+$341K
4
STGW icon
Stagwell
STGW
+$282K
5
IWN icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.9M 1.02%
50,950
27
$1.89M 1.01%
60,150
28
$1.79M 0.96%
45,810
+7,871
29
$1.77M 0.94%
39,000
30
$1.75M 0.93%
3,196
+98
31
$1.68M 0.89%
7,098
-43
32
$1.52M 0.81%
24,750
33
$1.42M 0.76%
11,967
34
$1.41M 0.75%
2,804
+160
35
$1.21M 0.64%
16,022
-370
36
$1.2M 0.64%
+22,779
37
$1.14M 0.61%
2,287
+90
38
$1.11M 0.59%
15,338
-1,132
39
$1.1M 0.59%
6,798
-122
40
$1.07M 0.57%
5,529
-4,522
41
$958K 0.51%
1,882
-19
42
$911K 0.49%
6,640
43
$896K 0.48%
30,202
-11,497
44
$856K 0.46%
21,900
45
$841K 0.45%
28,190
46
$761K 0.41%
18,300
47
$741K 0.4%
18,230
48
$727K 0.39%
2,112
-7
49
$716K 0.38%
27,627
+45
50
$707K 0.38%
17,564
-330
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