MPCL

My Personal CFO LLC Portfolio holdings

AUM $228M
1-Year Est. Return 14.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$258M
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$13.2M
3
+$12.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$11M
5
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$10.4M

Top Sells

1
+$17.9M
2
+$14M
3
+$11.3M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$11.1M
5
OKTA icon
Okta
OKTA
+$11M

Sector Composition

1 Healthcare 1.79%
2 Technology 1.26%
3 Financials 0.59%
4 Communication Services 0.19%
5 Consumer Staples 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$661K 0.26%
1,276
-35,042
52
$643K 0.25%
+3,114
53
$638K 0.25%
17,547
-103,874
54
$632K 0.24%
1,830
+76
55
$614K 0.24%
+6,173
56
$574K 0.22%
+13,403
57
$569K 0.22%
+12,166
58
$565K 0.22%
+13,801
59
$561K 0.22%
1,778
-1,132
60
$553K 0.21%
2,983
-1,195
61
$491K 0.19%
+14,926
62
$482K 0.19%
+5,739
63
$474K 0.18%
+3,083
64
$423K 0.16%
+4,222
65
$416K 0.16%
4,456
-1,632
66
$405K 0.16%
5,070
+1,020
67
$342K 0.13%
1,556
-1,795
68
$322K 0.12%
+4,472
69
$320K 0.12%
4,360
-51,380
70
$317K 0.12%
1,245
-1,652
71
$310K 0.12%
2,749
+290
72
$285K 0.11%
+9,031
73
$279K 0.11%
+847
74
$279K 0.11%
+3,568
75
$274K 0.11%
1,312
-231
1 2
3
4 5