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
$124M
AUM Growth
-$3.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$614K
2
+$548K
3
+$398K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$384K
5
BJUL icon
Innovator US Equity Buffer ETF July
BJUL
+$368K

Top Sells

1
+$708K
2
+$603K
3
+$287K
4
BAC icon
Bank of America
BAC
+$260K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$232K

Sector Composition

1 Technology 20.69%
2 Financials 2.96%
3 Communication Services 2.25%
4 Healthcare 1.67%
5 Consumer Discretionary 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$509K 0.41%
3,887
+331
52
$497K 0.4%
7,182
53
$461K 0.37%
3,618
+353
54
$451K 0.36%
26,576
55
$435K 0.35%
3,381
-6
56
$418K 0.34%
2,883
+2
57
$392K 0.32%
3,503
-2
58
$368K 0.3%
10,841
+1,663
59
$367K 0.3%
13,731
60
$358K 0.29%
7,180
61
$350K 0.28%
10,266
-532
62
$330K 0.27%
9,793
+1,664
63
$326K 0.26%
10,646
+1,828
64
$322K 0.26%
2,800
65
$315K 0.25%
3,882
-19
66
$289K 0.23%
1,529
+3
67
$278K 0.22%
11,204
+2,820
68
$277K 0.22%
2,354
+9
69
$274K 0.22%
1,717
+4
70
$270K 0.22%
1,081
+23
71
$269K 0.22%
2,116
+6
72
$248K 0.2%
1,827
73
$247K 0.2%
1,504
74
$237K 0.19%
2,096
75
$237K 0.19%
3,446
+16
1 2
3
4