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
601
$1.27K ﹤0.01%
+9
602
$1.25K ﹤0.01%
+8
603
$1.23K ﹤0.01%
+12
604
$1.2K ﹤0.01%
+19
605
$1.19K ﹤0.01%
+15
606
$1.18K ﹤0.01%
+6
607
$1.17K ﹤0.01%
+17
608
$1.16K ﹤0.01%
+44
609
$1.14K ﹤0.01%
+46
610
$1.13K ﹤0.01%
+63
611
$1.13K ﹤0.01%
+8
612
$1.13K ﹤0.01%
+10
613
$1.12K ﹤0.01%
+10
614
$1.12K ﹤0.01%
+8
615
$1.12K ﹤0.01%
+17
616
$1.11K ﹤0.01%
+37
617
$1.1K ﹤0.01%
+18
618
$1.1K ﹤0.01%
+46
619
$1.09K ﹤0.01%
+23
620
$1.08K ﹤0.01%
+23
621
$1.07K ﹤0.01%
+16
622
$1.07K ﹤0.01%
+9
623
$1.07K ﹤0.01%
+30
624
$1.06K ﹤0.01%
+27
625
$1.06K ﹤0.01%
+41
23 24
25
26 27