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
$127M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$735K
3
+$707K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$626K
5
STGW icon
Stagwell
STGW
+$499K

Top Sells

1
+$1.81M
2
+$586K
3
+$205K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$156K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$153K

Sector Composition

1 Technology 19.69%
2 Communication Services 4.11%
3 Financials 3.01%
4 Healthcare 1.66%
5 Consumer Discretionary 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$489K 0.38%
4,427
-129
52
$474K 0.37%
26,576
53
$464K 0.36%
3,265
+1,685
54
$450K 0.35%
3,387
+862
55
$421K 0.33%
3,505
+2
56
$419K 0.33%
2,881
-47
57
$407K 0.32%
+10,798
58
$378K 0.3%
13,731
59
$375K 0.29%
7,180
+80
60
$348K 0.27%
3,901
-1,097
61
$343K 0.27%
2,800
62
$307K 0.24%
9,178
+1,659
63
$304K 0.24%
1,526
+2
64
$291K 0.23%
5,696
-200
65
$283K 0.22%
1,713
+4
66
$278K 0.22%
8,129
+1,663
67
$277K 0.22%
1,058
-56
68
$275K 0.22%
2,110
-38
69
$272K 0.21%
8,818
+1,809
70
$262K 0.21%
+1,504
71
$260K 0.2%
9,066
-205
72
$257K 0.2%
+1,827
73
$254K 0.2%
3,430
+17
74
$252K 0.2%
2,345
-28
75
$251K 0.2%
5,090
+216
1 2
3
4