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
$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
Real Estate Select Sector SPDR Fund
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
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