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
$77.9M
AUM Growth
-$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$534K
2
+$347K
3
+$326K
4
NKE icon
Nike
NKE
+$299K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$298K

Top Sells

1
+$595K
2
+$434K
3
+$249K
4
PYPL icon
PayPal
PYPL
+$242K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$236K

Sector Composition

1 Technology 28.58%
2 Financials 3.99%
3 Healthcare 2.79%
4 Consumer Discretionary 1.17%
5 Communication Services 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$250K 0.32%
2,096
52
$239K 0.31%
3,313
+16
53
$224K 0.29%
4,558
+288
54
$217K 0.28%
7,000
55
$216K 0.28%
1,505
56
$211K 0.27%
1,984
+384
57
– –
-2,447
58
– –
-2,094
59
– –
-7,854
1 2
3