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
626
$1.06K ﹤0.01%
+50
627
$1.06K ﹤0.01%
+6
628
$1.05K ﹤0.01%
+6
629
$1.05K ﹤0.01%
+19
630
$1.04K ﹤0.01%
+27
631
$1.04K ﹤0.01%
+20
632
$1.04K ﹤0.01%
+39
633
$1.03K ﹤0.01%
+12
634
$1.03K ﹤0.01%
+130
635
$1.03K ﹤0.01%
+5
636
$1.02K ﹤0.01%
+61
637
$1.02K ﹤0.01%
+49
638
$1.01K ﹤0.01%
+24
639
$1.01K ﹤0.01%
+28
640
$998 ﹤0.01%
+8
641
$994 ﹤0.01%
+6
642
$987 ﹤0.01%
+27
643
$983 ﹤0.01%
+3
644
$980 ﹤0.01%
+60
645
$972 ﹤0.01%
+17
646
$971 ﹤0.01%
+169
647
$967 ﹤0.01%
+3
648
$950 ﹤0.01%
+7
649
$946 ﹤0.01%
+18
650
$929 ﹤0.01%
+10
24 25
26
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