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
651
$924 ﹤0.01%
+40
652
$921 ﹤0.01%
+4
653
$908 ﹤0.01%
+21
654
$907 ﹤0.01%
+3
655
$893 ﹤0.01%
+6
656
$890 ﹤0.01%
+18
657
$874 ﹤0.01%
+6
658
$874 ﹤0.01%
+30
659
$874 ﹤0.01%
+48
660
$873 ﹤0.01%
+14
661
$873 ﹤0.01%
+3
662
$867 ﹤0.01%
+23
663
$850 ﹤0.01%
+72
664
$844 ﹤0.01%
+23
665
$843 ﹤0.01%
+10
666
$841 ﹤0.01%
+2
667
$841 ﹤0.01%
+6
668
$839 ﹤0.01%
+360
669
$833 ﹤0.01%
+4
670
$833 ﹤0.01%
+16
671
$831 ﹤0.01%
+80
672
$825 ﹤0.01%
+6
673
$811 ﹤0.01%
+4
674
$807 ﹤0.01%
+12
675
$805 ﹤0.01%
+73
25 26
27
28 29