MPCL
My Personal CFO LLC Portfolio holdings
AUM $199M
AUM
$199M
AUM Growth
+$3.47M (+2%)
Cap. Flow
+$9.32M
Cap. Flow % of AUM
4.7%
Top 10 Holdings %Top 10 Hldgs %
55.72%
Holding
91
New
3
Increased
34
Reduced
32
Closed
4
Top Buys
| 1 | $6.81M | |
| 2 | $1.26M | |
| 3 | $865K | |
| 4 | $640K | |
| 5 | $417K |
Top Sells
| 1 | $1.41M | |
| 2 | $455K | |
| 3 | $359K | |
| 4 | $184K | |
| 5 | $96.7K |
Sector Composition
| 1 | Technology | 22.17% |
| 2 | Financials | 2.89% |
| 3 | Communication Services | 2.76% |
| 4 | Healthcare | 1.03% |
| 5 | Consumer Discretionary | 1.03% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $664K | 0.33% | 9,039 -44 | -0.5% | -$3.23K | |||
| $657K | 0.33% | 5,140 | – | – | |||
| $651K | 0.33% | 2,935 +246 | +9% | +$54.5K | |||
| $638K | 0.32% | 3,351 +45 | +1% | +$8.56K | |||
| $580K | 0.29% | 29,316 | – | – | |||
| $543K | 0.27% | 25,203 +19 | +0.1% | +$409 | |||
| $486K | 0.24% | 5,715 +3 | +0.1% | +$255 | |||
| $485K | 0.24% | 3,319 -51 | -2% | -$7.45K | |||
| $423K | 0.21% | 10,205 -40 | -0.4% | -$1.66K | |||
| $417K | 0.21% | 7,140 | – | – | |||
| $412K | 0.21% | 760 -16 | -2% | -$8.68K | |||
| $409K | 0.21% | 3,500 -3 | -0.1% | -$351 | |||
| $393K | 0.2% | 12,731 -1,000 | -7% | -$30.9K | |||
| $380K | 0.19% | 2,800 | – | – | |||
| $370K | 0.19% | 3,752 -17 | -0.5% | -$1.68K | |||
| $358K | 0.18% | 7,018 | New | +$358K | |||
| $357K | 0.18% | 1,391 +2 | +0.1% | +$514 | |||
| $356K | 0.18% | 2,278 -10 | -0.4% | -$1.56K | |||
| $351K | 0.18% | 4,487 -412 | -8% | -$32.3K | |||
| $339K | 0.17% | 3,657 +3 | +0.1% | +$278 | |||
| $315K | 0.16% | 1,621 | – | – | |||
| $307K | 0.15% | 5,236 | – | – | |||
| $306K | 0.15% | 5,668 | – | – | |||
| $295K | 0.15% | 2,484 -94 | -4% | -$11.2K | |||
| $294K | 0.15% | 1,579 +45 | +3% | +$8.38K |
