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
$154M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$5.35M
2
+$1.9M
3
+$1.34M
4
META icon
Meta Platforms (Facebook)
META
+$966K
5
BNOV icon
Innovator US Equity Buffer ETF November
BNOV
+$890K

Top Sells

1
+$1.23M
2
+$845K
3
+$451K
4
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$350K
5
QCLN icon
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
+$200K

Sector Composition

1 Technology 19.41%
2 Communication Services 6.91%
3 Financials 2.54%
4 Consumer Discretionary 2.04%
5 Healthcare 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$314K 0.2%
9,603
-1,043
77
$306K 0.2%
+5,278
78
$302K 0.2%
+1,383
79
$297K 0.19%
+4,979
80
$294K 0.19%
2,942
+588
81
$290K 0.19%
1,505
+1
82
$263K 0.17%
1,543
+38
83
$246K 0.16%
2,096
84
$245K 0.16%
3,407
-39
85
$240K 0.16%
2,476
86
$238K 0.15%
1,531
-296
87
$237K 0.15%
+7,048
88
$215K 0.14%
+691
89
$214K 0.14%
814
-256
90
$63.3K 0.04%
+10,000
91
– –
-12,482
92
– –
-4,697
93
– –
-10,266
1 2 3
4