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
$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
51
$347K 0.32%
8
52
$334K 0.31%
2
53
$308K 0.28%
9
54
$292K 0.27%
2
55
$288K 0.27%
435
-2
56
$275K 0.25%
1,499
+3
57
$271K 0.25%
+1,705
58
$263K 0.24%
+2,634
59
$262K 0.24%
302
+300
60
$249K 0.23%
3
61
$241K 0.22%
2
62
$236K 0.22%
+1,540
63
$229K 0.21%
1,505
64
$227K 0.21%
386
+53
65
$213K 0.2%
+2,181
66
$213K 0.2%
964
+963
67
$211K 0.19%
2,000
68
$207K 0.19%
+2,476
69
$198K 0.18%
+7,854
70
$189K 0.17%
2,247
-154
71
$174K 0.16%
+4
72
$174K 0.16%
+47
73
$166K 0.15%
+817
74
$162K 0.15%
+931
75
$155K 0.14%
+1,115
1 2
3
4 5