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
526
$1.92K ﹤0.01%
+185
527
$1.9K ﹤0.01%
+12
528
$1.9K ﹤0.01%
+28
529
$1.9K ﹤0.01%
+26
530
$1.88K ﹤0.01%
+87
531
$1.86K ﹤0.01%
+63
532
$1.85K ﹤0.01%
+8
533
$1.83K ﹤0.01%
+31
534
$1.83K ﹤0.01%
+26
535
$1.81K ﹤0.01%
+202
536
$1.79K ﹤0.01%
+14
537
$1.75K ﹤0.01%
+74
538
$1.75K ﹤0.01%
+12
539
$1.74K ﹤0.01%
+45
540
$1.73K ﹤0.01%
+4
541
$1.73K ﹤0.01%
+54
542
$1.72K ﹤0.01%
+28
543
$1.71K ﹤0.01%
+27
544
$1.7K ﹤0.01%
+70
545
$1.7K ﹤0.01%
+49
546
$1.68K ﹤0.01%
+6
547
$1.66K ﹤0.01%
+20
548
$1.64K ﹤0.01%
+20
549
$1.64K ﹤0.01%
+40
550
$1.64K ﹤0.01%
+116
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