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
$117M
AUM Growth
+$8.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
898
New
Increased
Reduced
Closed

Top Buys

1
+$7.99M
2
+$6.77M
3
+$3.69M
4
AAPL icon
Apple
AAPL
+$3.44M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.83M

Top Sells

1
+$6.48M
2
+$502K
3
+$292K
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$263K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$213K

Sector Composition

1 Technology 21.82%
2 Communication Services 4.28%
3 Financials 2.99%
4 Healthcare 1.8%
5 Consumer Discretionary 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
– –
-19
702
– –
-96
703
– –
-29
704
– –
-492
705
– –
-12
706
– –
-100
707
– –
-9
708
– –
-9
709
– –
-37
710
– –
-309
711
– –
-14
712
– –
-10
713
– –
-4
714
– –
-84
715
– –
-6
716
– –
-159
717
– –
-20
718
– –
-28
719
– –
-24
720
– –
-12
721
– –
-6
722
– –
-55
723
– –
-115
724
– –
-29
725
– –
-42
27 28
29
30 31