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
801
$355 ﹤0.01%
+55
802
$355 ﹤0.01%
+6
803
$355 ﹤0.01%
+7
804
$351 ﹤0.01%
+43
805
$346 ﹤0.01%
+1
806
$346 ﹤0.01%
+61
807
$341 ﹤0.01%
+35
808
$340 ﹤0.01%
+4
809
$335 ﹤0.01%
+12
810
$332 ﹤0.01%
+3
811
$331 ﹤0.01%
+11
812
$331 ﹤0.01%
+4
813
$329 ﹤0.01%
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814
$327 ﹤0.01%
+3
815
$326 ﹤0.01%
+100
816
$325 ﹤0.01%
+18
817
$324 ﹤0.01%
+4
818
$322 ﹤0.01%
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819
$321 ﹤0.01%
+5
820
$316 ﹤0.01%
+3
821
$313 ﹤0.01%
+5
822
$310 ﹤0.01%
+4
823
$310 ﹤0.01%
+1
824
$309 ﹤0.01%
+52
825
$309 ﹤0.01%
+5
31 32
33
34 35