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
$154M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$5.35M
2
+$1.9M
3
+$1.34M
4
META icon
Meta Platforms (Facebook)
META
+$966K
5
BNOV icon
Innovator US Equity Buffer ETF November
BNOV
+$890K

Top Sells

1
+$1.23M
2
+$845K
3
+$451K
4
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$350K
5
QCLN icon
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
+$200K

Sector Composition

1 Technology 19.41%
2 Communication Services 6.91%
3 Financials 2.54%
4 Consumer Discretionary 2.04%
5 Healthcare 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$669K 0.44%
18,230
52
$593K 0.39%
12,387
+7,435
53
$579K 0.38%
10,000
54
$576K 0.38%
11,464
-8,974
55
$558K 0.36%
7,185
+3
56
$557K 0.36%
2,609
+1,080
57
$552K 0.36%
4,024
+406
58
$510K 0.33%
2,999
+116
59
$501K 0.33%
27,120
+544
60
$491K 0.32%
3,530
+27
61
$470K 0.31%
3,243
-644
62
$462K 0.3%
3,388
+7
63
$427K 0.28%
+3,029
64
$416K 0.27%
15,366
+4,162
65
$415K 0.27%
2,306
+589
66
$401K 0.26%
13,731
67
$398K 0.26%
7,180
68
$376K 0.24%
4,163
+281
69
$357K 0.23%
9,880
-961
70
$356K 0.23%
+19,164
71
$350K 0.23%
2,800
72
$348K 0.23%
7,030
+2,430
73
$346K 0.23%
6,846
+1,972
74
$328K 0.21%
1,321
+240
75
$319K 0.21%
8,815
-978
1 2
3
4