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
$182M
AUM Growth
-$4.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.68M
3
+$1.35M
4
BJUL icon
Innovator US Equity Buffer ETF July
BJUL
+$485K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$384K

Top Sells

1
+$5.49M
2
+$768K
3
+$765K
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$644K
5
MSFT icon
Microsoft
MSFT
+$625K

Sector Composition

1 Technology 19.83%
2 Communication Services 3.56%
3 Financials 2.63%
4 Consumer Discretionary 2.08%
5 Healthcare 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$685K 0.38%
4,225
-146
52
$672K 0.37%
3,605
-1,924
53
$635K 0.35%
2,677
+6
54
$623K 0.34%
2,956
+15
55
$602K 0.33%
29,270
-190
56
$558K 0.31%
25,164
+39
57
$520K 0.29%
3,503
-11
58
$518K 0.28%
3,363
+6
59
$503K 0.28%
5,708
-1,481
60
$455K 0.25%
5,786
-1,251
61
$454K 0.25%
775
+1
62
$446K 0.24%
13,731
63
$445K 0.24%
7,140
-40
64
$424K 0.23%
10,270
-7,294
65
$398K 0.22%
2,800
66
$385K 0.21%
2,302
-144
67
$365K 0.2%
1,386
+1
68
$364K 0.2%
3,784
-449
69
$352K 0.19%
3,652
+5
70
$326K 0.18%
1,446
-17
71
$324K 0.18%
5,643
-288
72
$321K 0.18%
1,620
73
$309K 0.17%
+5,236
74
$307K 0.17%
1,527
-713
75
$302K 0.17%
2,574
-155
1 2
3
4 5