MPCL
My Personal CFO LLC Portfolio holdings
AUM
$220M
This Quarter Return
+3.66%
1 Year Return
+11.75%
3 Year Return
+67.64%
5 Year Return
–
10 Year Return
–
AUM
$182M
AUM Growth
+$182M
(-2.6%)
Cap. Flow
-$10.5M
Cap. Flow
% of AUM
-5.76%
Top 10 Holdings %
Top 10 Hldgs %
52.38%
Holding
102
New
1
Increased
26
Reduced
46
Closed
14
Top Buys
| 1 |
Avantis US Equity ETF
AVUS
|
$1.79M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$1.68M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$1.35M |
| 4 |
Innovator US Equity Buffer ETF July
BJUL
|
$485K |
| 5 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
$384K |
Top Sells
| 1 |
Stagwell
STGW
|
$5.49M |
| 2 |
Dimensional US Core Equity Market ETF
DFAU
|
$768K |
| 3 |
Apple
AAPL
|
$765K |
| 4 |
Avantis US Small Cap Value ETF
AVUV
|
$644K |
| 5 |
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% |
