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
$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
Technology Select Sector SPDR Fund
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
BJAN icon
26
Innovator US Equity Buffer ETF January
BJAN
$294M
$2.17M 1.09%
46,495
-10
DFAI icon
27
Dimensional International Core Equity Market ETF
DFAI
$11.7B
$2.1M 1.06%
67,259
+12,329
SPLG icon
28
SPDR Portfolio S&P 500 ETF
SPLG
$88.3B
$2.04M 1.03%
30,999
+198
IJAN icon
29
Innovator International Developed Power Buffer ETF January
IJAN
$170M
$1.87M 0.94%
58,630
-1,250
IVV icon
30
iShares Core S&P 500 ETF
IVV
$660B
$1.84M 0.93%
3,277
+6
NVDA icon
31
NVIDIA
NVDA
$4.43T
$1.81M 0.91%
16,715
-892
NJAN icon
32
Innovator Growth-100 Power Buffer ETF January
NJAN
$303M
$1.81M 0.91%
39,000
IYH icon
33
iShares US Healthcare ETF
IYH
$2.9B
$1.51M 0.76%
24,750
ITOT icon
34
iShares Core S&P Total US Stock Market ETF
ITOT
$77.6B
$1.5M 0.76%
12,287
+320
SCHD icon
35
Schwab US Dividend Equity ETF
SCHD
$70B
$1.3M 0.66%
46,557
+3,666
META icon
36
Meta Platforms (Facebook)
META
$1.79T
$1.19M 0.6%
2,071
-622
BOCT icon
37
Innovator US Equity Buffer ETF October
BOCT
$229M
$1.09M 0.55%
25,935
AMAT icon
38
Applied Materials
AMAT
$181B
$1.02M 0.51%
7,031
-28
UNH icon
39
UnitedHealth
UNH
$323B
$943K 0.48%
1,801
-21
BSEP icon
40
Innovator US Equity Buffer ETF September
BSEP
$229M
$927K 0.47%
22,180
BJUN icon
41
Innovator US Equity Buffer ETF June
BJUN
$178M
$826K 0.42%
20,400
EJAN icon
42
Innovator Emerging Markets Power Buffer ETF January
EJAN
$104M
$816K 0.41%
26,990
-1,100
VWO icon
43
Vanguard FTSE Emerging Markets ETF
VWO
$102B
$792K 0.4%
17,496
-547
VEA icon
44
Vanguard FTSE Developed Markets ETF
VEA
$178B
$760K 0.38%
14,958
+484
HD icon
45
Home Depot
HD
$386B
$725K 0.37%
1,978
-14
XLK icon
46
Technology Select Sector SPDR Fund
XLK
$93.7B
$716K 0.36%
3,467
+2,021
JPM icon
47
JPMorgan Chase
JPM
$813B
$714K 0.36%
2,910
-46
JNJ icon
48
Johnson & Johnson
JNJ
$463B
$693K 0.35%
4,178
-31
AMD icon
49
Advanced Micro Devices
AMD
$381B
$680K 0.34%
6,619
-112
W icon
50
Wayfair
W
$10.8B
$673K 0.34%
21,006
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