MPCL

My Personal CFO LLC Portfolio holdings

AUM $258M
1-Year Est. Return 14.14%
This Quarter Est. Return
1 Year Est. Return
+14.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$199M
AUM Growth
+$3.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$1.26M
3
+$865K
4
MSFT icon
Microsoft
MSFT
+$640K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$417K

Top Sells

1
+$1.41M
2
+$850K
3
+$455K
4
META icon
Meta Platforms (Facebook)
META
+$359K
5
AVGO icon
Broadcom
AVGO
+$253K

Sector Composition

1 Technology 22.17%
2 Financials 2.89%
3 Communication Services 2.76%
4 Healthcare 1.03%
5 Consumer Discretionary 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$664K 0.33%
9,039
-44
52
$657K 0.33%
5,140
53
$651K 0.33%
2,935
+246
54
$638K 0.32%
3,351
+45
55
$580K 0.29%
29,316
56
$543K 0.27%
25,203
+19
57
$486K 0.24%
5,715
+3
58
$485K 0.24%
3,319
-51
59
$423K 0.21%
10,205
-40
60
$417K 0.21%
7,140
61
$412K 0.21%
760
-16
62
$409K 0.21%
3,500
-3
63
$393K 0.2%
12,731
-1,000
64
$380K 0.19%
2,800
65
$370K 0.19%
3,752
-17
66
$358K 0.18%
+7,018
67
$357K 0.18%
1,391
+2
68
$356K 0.18%
2,278
-10
69
$351K 0.18%
4,487
-412
70
$339K 0.17%
3,657
+3
71
$315K 0.16%
1,621
72
$307K 0.15%
5,236
73
$306K 0.15%
5,668
74
$295K 0.15%
2,484
-94
75
$294K 0.15%
1,579
+45
1 2
3
4