MPCL

My Personal CFO LLC Portfolio holdings

AUM $240M
1-Year Est. Return 15.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.37%
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
+$829K
2
+$716K
3
+$365K
4
BNOV icon
Innovator US Equity Buffer ETF November
BNOV
+$288K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$271K

Top Sells

1
+$2.78M
2
+$1.13M
3
+$462K
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$368K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$143K

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
676
$799 ﹤0.01%
+25
677
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678
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679
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680
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681
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682
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683
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684
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685
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686
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688
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692
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696
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697
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698
$688 ﹤0.01%
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699
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+6
700
$685 ﹤0.01%
+3
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