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
876
$235 ﹤0.01%
+1
877
$233 ﹤0.01%
+108
878
$230 ﹤0.01%
+2
879
$229 ﹤0.01%
+31
880
$229 ﹤0.01%
+36
881
$229 ﹤0.01%
+4
882
$224 ﹤0.01%
+2
883
$224 ﹤0.01%
+1
884
$223 ﹤0.01%
+14
885
$223 ﹤0.01%
+7
886
$221 ﹤0.01%
+14
887
$221 ﹤0.01%
+7
888
$210 ﹤0.01%
+16
889
$210 ﹤0.01%
+47
890
$209 ﹤0.01%
+4
891
$207 ﹤0.01%
+3
892
$206 ﹤0.01%
+4
893
$205 ﹤0.01%
+4
894
$204 ﹤0.01%
+3
895
$201 ﹤0.01%
+6
896
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