MPCL

My Personal CFO LLC Portfolio holdings

AUM $240M
1-Year Est. Return 15.37%
This Quarter Est. Return
1 Year Est. Return
+15.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.87M
3
+$1.09M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.08M
5
BMAY icon
Innovator US Equity Buffer ETF May
BMAY
+$572K

Top Sells

1
+$4.17M
2
+$340K
3
+$295K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$256K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$253K

Sector Composition

1 Technology 20.82%
2 Financials 2.44%
3 Communication Services 2.4%
4 Consumer Discretionary 1.11%
5 Healthcare 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$666K 0.3%
9,048
+9
52
$650K 0.3%
5,140
53
$648K 0.29%
29,330
+14
54
$638K 0.29%
4,178
55
$625K 0.28%
4,934
-2,000
56
$601K 0.27%
25,220
+17
57
$572K 0.26%
+13,550
58
$547K 0.25%
1,754
-47
59
$526K 0.24%
5,718
+3
60
$505K 0.23%
761
+1
61
$450K 0.2%
10,205
62
$448K 0.2%
3,326
+7
63
$447K 0.2%
3,602
-150
64
$443K 0.2%
7,140
65
$413K 0.19%
3,500
66
$412K 0.19%
12,731
67
$400K 0.18%
3,659
+2
68
$397K 0.18%
1,391
69
$380K 0.17%
2,800
70
$349K 0.16%
1,969
-309
71
$341K 0.16%
5,682
+14
72
$338K 0.15%
4,298
-189
73
$329K 0.15%
1,606
-15
74
$314K 0.14%
6,638
-176
75
$308K 0.14%
5,236
1 2
3
4