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
751
$503 ﹤0.01%
+12
752
$502 ﹤0.01%
+100
753
$496 ﹤0.01%
+7
754
$492 ﹤0.01%
+34
755
$491 ﹤0.01%
+16
756
$489 ﹤0.01%
+17
757
$486 ﹤0.01%
+4
758
$483 ﹤0.01%
+44
759
$472 ﹤0.01%
+16
760
$460 ﹤0.01%
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761
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+19
762
$458 ﹤0.01%
+6
763
$457 ﹤0.01%
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764
$456 ﹤0.01%
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765
$443 ﹤0.01%
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766
$442 ﹤0.01%
+54
767
$442 ﹤0.01%
+8
768
$438 ﹤0.01%
+64
769
$434 ﹤0.01%
+39
770
$431 ﹤0.01%
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771
$429 ﹤0.01%
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772
$426 ﹤0.01%
+7
773
$425 ﹤0.01%
+109
774
$422 ﹤0.01%
+2
775
$422 ﹤0.01%
+23
29 30
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