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
826
$307 ﹤0.01%
+10
827
$307 ﹤0.01%
+9
828
$306 ﹤0.01%
+12
829
$306 ﹤0.01%
+19
830
$303 ﹤0.01%
+11
831
$303 ﹤0.01%
+12
832
$302 ﹤0.01%
+5
833
$297 ﹤0.01%
+6
834
$297 ﹤0.01%
+4
835
$295 ﹤0.01%
+9
836
$295 ﹤0.01%
+6
837
$294 ﹤0.01%
+2
838
$293 ﹤0.01%
+36
839
$292 ﹤0.01%
+3
840
$292 ﹤0.01%
+11
841
$291 ﹤0.01%
+7
842
$291 ﹤0.01%
+4
843
$289 ﹤0.01%
+8
844
$286 ﹤0.01%
+10
845
$286 ﹤0.01%
+113
846
$284 ﹤0.01%
+12
847
$283 ﹤0.01%
+10
848
$283 ﹤0.01%
+3
849
$283 ﹤0.01%
+41
850
$281 ﹤0.01%
+23
32 33
34
35 36