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
501
$2.18K ﹤0.01%
+9
502
$2.17K ﹤0.01%
+16
503
$2.17K ﹤0.01%
+29
504
$2.16K ﹤0.01%
+24
505
$2.14K ﹤0.01%
+38
506
$2.12K ﹤0.01%
+52
507
$2.09K ﹤0.01%
+28
508
$2.08K ﹤0.01%
+12
509
$2.08K ﹤0.01%
+40
510
$2.06K ﹤0.01%
+8
511
$2.05K ﹤0.01%
+54
512
$2.04K ﹤0.01%
+44
513
$2.03K ﹤0.01%
+16
514
$2.02K ﹤0.01%
+12
515
$1.99K ﹤0.01%
+44
516
$1.97K ﹤0.01%
+35
517
$1.96K ﹤0.01%
+20
518
$1.95K ﹤0.01%
+58
519
$1.95K ﹤0.01%
+47
520
$1.94K ﹤0.01%
+29
521
$1.93K ﹤0.01%
+70
522
$1.92K ﹤0.01%
+25
523
$1.92K ﹤0.01%
+67
524
$1.92K ﹤0.01%
+48
525
$1.92K ﹤0.01%
+6
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