MPCL

My Personal CFO LLC Portfolio holdings

AUM $228M
1-Year Est. Return 14.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$258M
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$13.2M
3
+$12.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$11M
5
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$10.4M

Top Sells

1
+$17.9M
2
+$14M
3
+$11.3M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$11.1M
5
OKTA icon
Okta
OKTA
+$11M

Sector Composition

1 Healthcare 1.79%
2 Technology 1.26%
3 Financials 0.59%
4 Communication Services 0.19%
5 Consumer Staples 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.9M 1.12%
+20,322
27
$2.78M 1.08%
+57,733
28
$2.6M 1.01%
+8,129
29
$2.55M 0.99%
+6,979
30
$2.55M 0.99%
+21,457
31
$2.52M 0.98%
+59,358
32
$2.46M 0.95%
+55,093
33
$2.37M 0.92%
+42,850
34
$2.34M 0.91%
+9,668
35
$2.24M 0.87%
+25,275
36
$1.56M 0.6%
+22,972
37
$1.49M 0.58%
+25,679
38
$1.4M 0.54%
5,510
-50,199
39
$1.3M 0.5%
+28,249
40
$1.18M 0.46%
+10,646
41
$1.06M 0.41%
+33,627
42
$956K 0.37%
+29,963
43
$841K 0.33%
+4,509
44
$775K 0.3%
30,144
+4,924
45
$775K 0.3%
1,163
-9,232
46
$767K 0.3%
+28,078
47
$745K 0.29%
+28,299
48
$719K 0.28%
+2,320
49
$714K 0.28%
+5,017
50
$682K 0.26%
3,653
-12,303
1
2
3 4 5