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
$108M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
896
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$1.4M
3
+$1.4M
4
UNH icon
UnitedHealth
UNH
+$1.03M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$996K

Top Sells

1
+$12.7M
2
+$2.16M
3
+$2.14M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$462K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$266K

Sector Composition

1 Technology 19.27%
2 Communication Services 10.82%
3 Financials 4.1%
4 Healthcare 2.78%
5 Consumer Discretionary 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$590 ﹤0.01%
+9
727
$589 ﹤0.01%
+4
728
$585 ﹤0.01%
+13
729
$583 ﹤0.01%
+12
730
$581 ﹤0.01%
+12
731
$577 ﹤0.01%
+3
732
$566 ﹤0.01%
+6
733
$565 ﹤0.01%
+23
734
$565 ﹤0.01%
+8
735
$563 ﹤0.01%
+9
736
$558 ﹤0.01%
+2
737
$555 ﹤0.01%
+4
738
$553 ﹤0.01%
+34
739
$547 ﹤0.01%
+55
740
$541 ﹤0.01%
+26
741
$539 ﹤0.01%
+44
742
$537 ﹤0.01%
+18
743
$527 ﹤0.01%
+9
744
$525 ﹤0.01%
+3
745
$518 ﹤0.01%
+16
746
$516 ﹤0.01%
+12
747
$513 ﹤0.01%
+2
748
$508 ﹤0.01%
+6
749
$508 ﹤0.01%
+8
750
$507 ﹤0.01%
+5
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