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
576
$1.4K ﹤0.01%
+18
577
$1.4K ﹤0.01%
+8
578
$1.39K ﹤0.01%
+5
579
$1.38K ﹤0.01%
+6
580
$1.38K ﹤0.01%
+55
581
$1.37K ﹤0.01%
+39
582
$1.36K ﹤0.01%
+15
583
$1.35K ﹤0.01%
+48
584
$1.35K ﹤0.01%
+4
585
$1.34K ﹤0.01%
+11
586
$1.34K ﹤0.01%
+169
587
$1.34K ﹤0.01%
+47
588
$1.33K ﹤0.01%
+18
589
$1.32K ﹤0.01%
+7
590
$1.31K ﹤0.01%
+26
591
$1.31K ﹤0.01%
+2
592
$1.3K ﹤0.01%
+32
593
$1.3K ﹤0.01%
+14
594
$1.3K ﹤0.01%
+20
595
$1.29K ﹤0.01%
+94
596
$1.29K ﹤0.01%
+13
597
$1.28K ﹤0.01%
+95
598
$1.27K ﹤0.01%
+9
599
$1.27K ﹤0.01%
+31
600
$1.27K ﹤0.01%
+74
22 23
24
25 26