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
$108M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
896
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$1.4M
3
+$1.4M
4
UNH icon
UnitedHealth
UNH
+$1.03M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$996K

Top Sells

1
+$12.7M
2
+$2.16M
3
+$2.14M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$462K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$266K

Sector Composition

1 Technology 19.27%
2 Communication Services 10.82%
3 Financials 4.1%
4 Healthcare 2.78%
5 Consumer Discretionary 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2.5K ﹤0.01%
+28
477
$2.48K ﹤0.01%
+85
478
$2.47K ﹤0.01%
+102
479
$2.47K ﹤0.01%
+79
480
$2.45K ﹤0.01%
+77
481
$2.45K ﹤0.01%
+10
482
$2.43K ﹤0.01%
+100
483
$2.41K ﹤0.01%
+106
484
$2.4K ﹤0.01%
+24
485
$2.38K ﹤0.01%
+65
486
$2.37K ﹤0.01%
+78
487
$2.33K ﹤0.01%
+171
488
$2.33K ﹤0.01%
+31
489
$2.33K ﹤0.01%
+5
490
$2.32K ﹤0.01%
+30
491
$2.32K ﹤0.01%
+19
492
$2.31K ﹤0.01%
+8
493
$2.28K ﹤0.01%
+66
494
$2.25K ﹤0.01%
+105
495
$2.24K ﹤0.01%
+12
496
$2.23K ﹤0.01%
+19
497
$2.22K ﹤0.01%
+82
498
$2.19K ﹤0.01%
+44
499
$2.19K ﹤0.01%
+44
500
$2.19K ﹤0.01%
+41
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