MPCL

My Personal CFO LLC Portfolio holdings

AUM $240M
1-Year Est. Return 15.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.37%
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
+$829K
2
+$716K
3
+$365K
4
BNOV icon
Innovator US Equity Buffer ETF November
BNOV
+$288K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$271K

Top Sells

1
+$2.78M
2
+$1.13M
3
+$462K
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$368K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$143K

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%
+8
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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