MPCL

My Personal CFO LLC Portfolio holdings

AUM $220M
1-Year Est. Return 11.75%
This Quarter Est. Return
1 Year Est. Return
+11.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$11.6M
3
+$11.4M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.85M
5
AAPL icon
Apple
AAPL
+$4.38M

Top Sells

No sells this quarter

Sector Composition

1 Technology 36.33%
2 Financials 3.58%
3 Healthcare 1.96%
4 Consumer Discretionary 0.79%
5 Communication Services 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$273K 0.24%
+4,558
52
$258K 0.22%
+1,505
53
$256K 0.22%
+7,400
54
$253K 0.22%
+3,287
55
$248K 0.22%
+6,650
56
$242K 0.21%
+7,000
57
$224K 0.2%
+2,029
58
$214K 0.19%
+2,528
59
$212K 0.18%
+7,854
60
$206K 0.18%
+931
61
$204K 0.18%
+4,101
1 2
3