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
$187M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$5.37M
2
+$1.61M
3
+$1.2M
4
BAPR icon
Innovator US Equity Buffer ETF April
BAPR
+$997K
5
AVUS icon
Avantis US Equity ETF
AVUS
+$810K

Top Sells

1
+$2.07M
2
+$874K
3
+$341K
4
STGW icon
Stagwell
STGW
+$282K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$243K

Sector Composition

1 Technology 21.89%
2 Communication Services 6.42%
3 Consumer Discretionary 2.41%
4 Financials 2.35%
5 Healthcare 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$681K 0.36%
15,571
+303
52
$668K 0.36%
4,518
-148
53
$664K 0.35%
13,445
+1,029
54
$644K 0.34%
7,178
+3,913
55
$639K 0.34%
4,371
-141
56
$595K 0.32%
2,941
-77
57
$583K 0.31%
7,189
+2
58
$582K 0.31%
2,671
+58
59
$566K 0.3%
29,460
+984
60
$540K 0.29%
7,037
-2,496
61
$527K 0.28%
25,125
+5,961
62
$489K 0.26%
3,357
+6
63
$470K 0.25%
3,125
-46
64
$456K 0.24%
3,514
-13
65
$449K 0.24%
2,446
-884
66
$446K 0.24%
774
+389
67
$423K 0.23%
13,731
68
$420K 0.22%
4,233
-38
69
$420K 0.22%
7,180
70
$412K 0.22%
14,235
71
$410K 0.22%
6,524
+1,894
72
$409K 0.22%
2,240
-72
73
$387K 0.21%
+3,591
74
$364K 0.19%
11,761
-1,792
75
$356K 0.19%
2,800
1 2
3
4 5