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
851
$280 ﹤0.01%
+1
852
$279 ﹤0.01%
+12
853
$275 ﹤0.01%
+3
854
$275 ﹤0.01%
+21
855
$269 ﹤0.01%
+100
856
$267 ﹤0.01%
+3
857
$265 ﹤0.01%
+1
858
$263 ﹤0.01%
+3
859
$263 ﹤0.01%
+7
860
$263 ﹤0.01%
+5
861
$258 ﹤0.01%
+1
862
$258 ﹤0.01%
+7
863
$256 ﹤0.01%
+24
864
$252 ﹤0.01%
+3
865
$251 ﹤0.01%
+2
866
$251 ﹤0.01%
+10
867
$249 ﹤0.01%
+5
868
$248 ﹤0.01%
+24
869
$248 ﹤0.01%
+2
870
$242 ﹤0.01%
+1
871
$240 ﹤0.01%
+6
872
$238 ﹤0.01%
+15
873
$236 ﹤0.01%
+6
874
$235 ﹤0.01%
+1
875
$235 ﹤0.01%
+8
32 33 34
35
36