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
$117M
AUM Growth
+$8.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
898
New
Increased
Reduced
Closed

Top Buys

1
+$8.15M
2
+$7.67M
3
+$3.84M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$3.69M
5
MSFT icon
Microsoft
MSFT
+$3.17M

Top Sells

1
+$6.88M
2
+$507K
3
+$292K
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$263K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$213K

Sector Composition

1 Technology 21.82%
2 Communication Services 4.28%
3 Financials 2.99%
4 Healthcare 1.8%
5 Consumer Discretionary 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
– –
-17
727
– –
-2
728
– –
-82
729
– –
-34
730
– –
-219
731
– –
-34
732
– –
-33
733
– –
-8
734
– –
-80
735
– –
-58
736
– –
-19
737
– –
-1,200
738
– –
-82
739
– –
-1
740
– –
-10
741
– –
-4
742
– –
-169
743
– –
-148
744
– –
-40
745
– –
-6
746
– –
-48
747
– –
-79
748
– –
-45
749
– –
-11
750
– –
-1
28 29
30
31 32