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
76
$151K 0.14%
+2,119
77
$130K 0.12%
+1,533
78
$128K 0.12%
+1,038
79
$127K 0.12%
+2
80
$126K 0.12%
+258
81
$125K 0.12%
+364
82
$124K 0.11%
+1,171
83
$118K 0.11%
+2,286
84
$116K 0.11%
+646
85
$115K 0.11%
+1,554
86
$111K 0.1%
+465
87
$110K 0.1%
+580
88
$101K 0.09%
+579
89
$100K 0.09%
+500
90
$100K 0.09%
+555
91
$99.6K 0.09%
+1,037
92
$99.5K 0.09%
+857
93
$99.2K 0.09%
+1
94
$96.7K 0.09%
+985
95
$93.4K 0.09%
+723
96
$93.2K 0.09%
+1,056
97
$89.2K 0.08%
+365
98
$88.6K 0.08%
+200
99
$84.6K 0.08%
+1,471
100
$84K 0.08%
+1,645
2 3
4
5 6