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
$195M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$3.79M
2
+$1.96M
3
+$1.47M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$864K
5
AVUS icon
Avantis US Equity ETF
AVUS
+$753K

Top Sells

1
+$205K
2
+$198K
3
+$165K
4
NVDA icon
NVIDIA
NVDA
+$128K
5
NKE icon
Nike
NKE
+$127K

Sector Composition

1 Technology 19.8%
2 Communication Services 3.26%
3 Financials 2.54%
4 Consumer Discretionary 1.68%
5 Healthcare 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.19M 1.12%
17,165
27
$2.12M 1.09%
30,801
-105
28
$2.05M 1.05%
55,200
+9,272
29
$1.93M 0.99%
3,271
-83
30
$1.88M 0.96%
39,000
31
$1.81M 0.93%
59,880
32
$1.6M 0.82%
54,930
+29,580
33
$1.58M 0.81%
2,693
+1
34
$1.54M 0.79%
11,967
35
$1.44M 0.74%
24,750
36
$1.17M 0.6%
42,891
+14,943
37
$1.15M 0.59%
7,059
38
$1.12M 0.57%
25,935
+7,635
39
$952K 0.49%
22,180
40
$931K 0.48%
21,006
41
$922K 0.47%
1,822
42
$850K 0.44%
11,227
-1,673
43
$847K 0.43%
20,400
44
$827K 0.42%
28,090
-100
45
$813K 0.42%
6,731
46
$795K 0.41%
18,043
+2,113
47
$775K 0.4%
1,992
48
$725K 0.37%
3,306
-299
49
$709K 0.36%
2,956
50
$692K 0.35%
14,474
+95
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2
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