MPCL

My Personal CFO LLC Portfolio holdings

AUM $220M
1-Year Est. Return 11.75%
This Quarter Est. Return
1 Year Est. Return
+11.75%
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
776
$414 ﹤0.01%
+4
777
$414 ﹤0.01%
+34
778
$405 ﹤0.01%
+2
779
$402 ﹤0.01%
+3
780
$402 ﹤0.01%
+5
781
$398 ﹤0.01%
+38
782
$395 ﹤0.01%
+5
783
$393 ﹤0.01%
+33
784
$390 ﹤0.01%
+108
785
$384 ﹤0.01%
+3
786
$382 ﹤0.01%
+8
787
$378 ﹤0.01%
+21
788
$377 ﹤0.01%
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789
$377 ﹤0.01%
+8
790
$371 ﹤0.01%
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791
$371 ﹤0.01%
+14
792
$371 ﹤0.01%
+6
793
$370 ﹤0.01%
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794
$369 ﹤0.01%
+20
795
$368 ﹤0.01%
+5
796
$368 ﹤0.01%
+2
797
$367 ﹤0.01%
+34
798
$364 ﹤0.01%
+6
799
$362 ﹤0.01%
+3
800
$360 ﹤0.01%
+6
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