MPCL
My Personal CFO LLC Portfolio holdings
AUM
$220M
This Quarter Return
+9.47%
1 Year Return
+11.75%
3 Year Return
+67.64%
5 Year Return
–
10 Year Return
–
AUM
$220M
AUM Growth
+$220M
(+11%)
Cap. Flow
+$4.7M
Cap. Flow
% of AUM
2.13%
Top 10 Holdings %
Top 10 Hldgs %
54.71%
Holding
92
New
5
Increased
34
Reduced
26
Closed
–
Top Buys
Top Sells
| 1 |
Microsoft
MSFT
|
$4.17M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$340K |
| 3 |
Innovator US Equity Buffer ETF March
BMAR
|
$295K |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$256K |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
$253K |
Sector Composition
| 1 | Technology | 20.82% |
| 2 | Financials | 2.44% |
| 3 | Communication Services | 2.4% |
| 4 | Consumer Discretionary | 1.11% |
| 5 | Healthcare | 0.73% |
