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
$182M
AUM Growth
-$4.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.68M
3
+$1.35M
4
BJUL icon
Innovator US Equity Buffer ETF July
BJUL
+$485K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$384K

Top Sells

1
+$5.49M
2
+$768K
3
+$765K
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$644K
5
MSFT icon
Microsoft
MSFT
+$625K

Sector Composition

1 Technology 19.83%
2 Communication Services 3.56%
3 Financials 2.63%
4 Consumer Discretionary 2.08%
5 Healthcare 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.02M 1.1%
16,455
+173
27
$1.97M 1.08%
59,880
-270
28
$1.94M 1.07%
50,950
29
$1.93M 1.06%
3,354
+158
30
$1.91M 1.04%
45,928
+118
31
$1.81M 0.99%
39,000
32
$1.61M 0.88%
24,750
33
$1.54M 0.85%
2,692
-112
34
$1.5M 0.82%
11,967
35
$1.43M 0.78%
7,059
-39
36
$1.18M 0.65%
21,006
-1,773
37
$1.14M 0.63%
12,900
-3,122
38
$1.1M 0.61%
6,731
-67
39
$1.07M 0.58%
1,822
-60
40
$967K 0.53%
6,640
41
$934K 0.51%
22,180
+3,950
42
$883K 0.48%
28,190
43
$830K 0.46%
20,400
-1,500
44
$807K 0.44%
1,992
-120
45
$806K 0.44%
25,350
-4,852
46
$788K 0.43%
27,948
+321
47
$777K 0.43%
18,300
48
$775K 0.43%
10,322
-5,016
49
$762K 0.42%
15,930
+359
50
$759K 0.42%
14,379
+934
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2
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