MPCL

My Personal CFO LLC Portfolio holdings

AUM $258M
1-Year Est. Return 14.14%
This Quarter Est. Return
1 Year Est. Return
+14.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$199M
AUM Growth
+$3.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$1.26M
3
+$865K
4
MSFT icon
Microsoft
MSFT
+$640K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$417K

Top Sells

1
+$1.41M
2
+$850K
3
+$455K
4
META icon
Meta Platforms (Facebook)
META
+$359K
5
AVGO icon
Broadcom
AVGO
+$253K

Sector Composition

1 Technology 22.17%
2 Financials 2.89%
3 Communication Services 2.76%
4 Healthcare 1.03%
5 Consumer Discretionary 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.17M 1.09%
46,495
-10
27
$2.1M 1.06%
67,259
+12,329
28
$2.04M 1.03%
30,999
+198
29
$1.87M 0.94%
58,630
-1,250
30
$1.84M 0.93%
3,277
+6
31
$1.81M 0.91%
16,715
-892
32
$1.81M 0.91%
39,000
33
$1.51M 0.76%
24,750
34
$1.5M 0.76%
12,287
+320
35
$1.3M 0.66%
46,557
+3,666
36
$1.19M 0.6%
2,071
-622
37
$1.09M 0.55%
25,935
38
$1.02M 0.51%
7,031
-28
39
$943K 0.48%
1,801
-21
40
$927K 0.47%
22,180
41
$826K 0.42%
20,400
42
$816K 0.41%
26,990
-1,100
43
$792K 0.4%
17,496
-547
44
$760K 0.38%
14,958
+484
45
$725K 0.37%
1,978
-14
46
$716K 0.36%
3,467
+2,021
47
$714K 0.36%
2,910
-46
48
$693K 0.35%
4,178
-31
49
$680K 0.34%
6,619
-112
50
$673K 0.34%
21,006
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