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

Top Buys

1
+$1.31M
2
+$708K
3
+$673K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$631K
5
STGW icon
Stagwell
STGW
+$457K

Top Sells

1
+$1.67M
2
+$558K
3
+$206K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$153K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$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