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
$195M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$3.79M
2
+$1.96M
3
+$1.47M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$864K
5
AVUS icon
Avantis US Equity ETF
AVUS
+$753K

Top Sells

1
+$205K
2
+$198K
3
+$165K
4
NVDA icon
NVIDIA
NVDA
+$128K
5
NKE icon
Nike
NKE
+$127K

Sector Composition

1 Technology 19.8%
2 Communication Services 3.26%
3 Financials 2.54%
4 Consumer Discretionary 1.68%
5 Healthcare 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$680K 0.35%
5,140
-1,500
52
$653K 0.33%
9,083
-1,239
53
$646K 0.33%
2,689
+12
54
$609K 0.31%
4,209
-16
55
$572K 0.29%
25,184
+20
56
$542K 0.28%
29,316
+46
57
$505K 0.26%
5,712
+4
58
$482K 0.25%
776
+1
59
$471K 0.24%
3,503
60
$464K 0.24%
3,370
+7
61
$449K 0.23%
13,731
62
$445K 0.23%
7,140
63
$436K 0.22%
2,288
-14
64
$433K 0.22%
10,245
-25
65
$420K 0.22%
3,769
-15
66
$379K 0.19%
4,899
-887
67
$377K 0.19%
3,654
+2
68
$375K 0.19%
1,389
+3
69
$370K 0.19%
2,800
70
$336K 0.17%
1,446
71
$317K 0.16%
1,621
+1
72
$305K 0.16%
6,943
+1
73
$305K 0.16%
5,236
74
$304K 0.16%
1,534
+7
75
$296K 0.15%
5,668
+25
1 2
3
4