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

Top Buys

1
+$8.15M
2
+$7.67M
3
+$3.84M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$3.69M
5
MSFT icon
Microsoft
MSFT
+$3.17M

Top Sells

1
+$6.88M
2
+$507K
3
+$292K
4
XLRE icon
Real Estate Select Sector SPDR Fund
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
51
$462K 0.39%
26,576
52
$382K 0.33%
2,928
+2,636
53
$374K 0.32%
8,272
+8,264
54
$365K 0.31%
13,731
+8,392
55
$355K 0.3%
7,100
+7,000
56
$346K 0.3%
2,800
+2,798
57
$327K 0.28%
2,525
+2,523
58
$308K 0.26%
5,896
+5,461
59
$289K 0.25%
1,524
+25
60
$271K 0.23%
1,709
+4
61
$265K 0.23%
9,271
+9,262
62
$260K 0.22%
2,373
+2,071
63
$255K 0.22%
3,413
+3,410
64
$249K 0.21%
1,854
+1,468
65
$247K 0.21%
2,096
+2,094
66
$238K 0.2%
7,519
+5,965
67
$238K 0.2%
4,874
+2,693
68
$233K 0.2%
1,580
+40
69
$232K 0.2%
2,476
70
$232K 0.2%
1,505
71
$231K 0.2%
1,114
+76
72
$222K 0.19%
2,148
-99
73
$215K 0.18%
2,000
74
$206K 0.18%
7,009
+5,364
75
$205K 0.17%
6,466
+4,977
1 2
3
4 5