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
$127M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$735K
3
+$707K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$626K
5
STGW icon
Stagwell
STGW
+$499K

Top Sells

1
+$1.81M
2
+$586K
3
+$205K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$156K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$153K

Sector Composition

1 Technology 19.69%
2 Communication Services 4.11%
3 Financials 3.01%
4 Healthcare 1.66%
5 Consumer Discretionary 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$244K 0.19%
1,505
77
$242K 0.19%
2,096
78
$236K 0.19%
2,476
79
$229K 0.18%
4,952
-3,320
80
$213K 0.17%
2,000
81
$213K 0.17%
+8,384
82
$52K 0.04%
+12,482
1 2 3
4