MPCL

My Personal CFO LLC Portfolio holdings

AUM $240M
1-Year Est. Return 15.37%
This Quarter Est. Return
1 Year Est. Return
+15.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.87M
3
+$1.09M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.08M
5
BMAY icon
Innovator US Equity Buffer ETF May
BMAY
+$572K

Top Sells

1
+$4.17M
2
+$340K
3
+$295K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$256K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$253K

Sector Composition

1 Technology 20.82%
2 Financials 2.44%
3 Communication Services 2.4%
4 Consumer Discretionary 1.11%
5 Healthcare 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.43M 1.1%
49,490
-6,020
27
$2.41M 1.1%
46,917
+39,899
28
$2.33M 1.06%
46,463
-32
29
$2.29M 1.04%
17,165
-51
30
$2.25M 1.02%
30,999
31
$2.03M 0.92%
3,275
-2
32
$1.98M 0.9%
39,000
33
$1.94M 0.88%
56,630
-2,000
34
$1.66M 0.75%
12,287
35
$1.59M 0.72%
60,158
+13,601
36
$1.53M 0.69%
2,068
-3
37
$1.4M 0.64%
24,750
38
$1.29M 0.58%
7,028
-3
39
$1.18M 0.54%
25,935
40
$1.14M 0.52%
23,018
+5,522
41
$1M 0.46%
22,180
42
$987K 0.45%
19,302
-1,704
43
$968K 0.44%
6,819
+200
44
$901K 0.41%
20,580
+180
45
$865K 0.39%
26,990
46
$855K 0.39%
15,003
+45
47
$844K 0.38%
2,910
48
$735K 0.33%
3,351
49
$721K 0.33%
1,967
-11
50
$687K 0.31%
2,897
-38
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