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
701
$679 ﹤0.01%
+6
702
$676 ﹤0.01%
+10
703
$676 ﹤0.01%
+40
704
$674 ﹤0.01%
+28
705
$671 ﹤0.01%
+6
706
$665 ﹤0.01%
+13
707
$661 ﹤0.01%
+24
708
$657 ﹤0.01%
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709
$647 ﹤0.01%
+6
710
$639 ﹤0.01%
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711
$638 ﹤0.01%
+14
712
$633 ﹤0.01%
+6
713
$630 ﹤0.01%
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714
$623 ﹤0.01%
+49
715
$616 ﹤0.01%
+27
716
$614 ﹤0.01%
+14
717
$614 ﹤0.01%
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718
$613 ﹤0.01%
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719
$611 ﹤0.01%
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720
$606 ﹤0.01%
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721
$603 ﹤0.01%
+13
722
$601 ﹤0.01%
+6
723
$597 ﹤0.01%
+7
724
$596 ﹤0.01%
+79
725
$596 ﹤0.01%
+30
27 28
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