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
$174M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.19M
3
+$1.06M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$922K
5
AMZN icon
Amazon
AMZN
+$908K

Top Sells

1
+$579K
2
+$309K
3
+$190K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$167K
5
EJAN icon
Innovator Emerging Markets Power Buffer ETF January
EJAN
+$165K

Sector Composition

1 Technology 19.94%
2 Communication Services 6.59%
3 Financials 2.62%
4 Consumer Discretionary 2.57%
5 Healthcare 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$714K 0.41%
4,512
-38
52
$700K 0.4%
17,894
-575
53
$665K 0.38%
4,666
+642
54
$638K 0.37%
15,268
-3,996
55
$623K 0.36%
12,416
+29
56
$605K 0.35%
3,018
+19
57
$604K 0.35%
7,187
+2
58
$598K 0.34%
13,553
+2,089
59
$597K 0.34%
2,613
+4
60
$556K 0.32%
28,476
+1,356
61
$523K 0.3%
4,271
+108
62
$513K 0.3%
3,527
-3
63
$507K 0.29%
3,330
+301
64
$495K 0.29%
3,351
-37
65
$494K 0.28%
3,171
-72
66
$444K 0.26%
2,312
+6
67
$436K 0.25%
7,180
68
$428K 0.25%
13,731
69
$427K 0.25%
14,235
-1,131
70
$390K 0.22%
19,164
71
$367K 0.21%
2,800
72
$353K 0.2%
6,846
73
$353K 0.2%
9,403
-477
74
$336K 0.19%
2,892
-50
75
$332K 0.19%
1,385
+2
1 2
3
4