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
$174M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.19M
3
+$1.06M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$922K
5
AMZN icon
Amazon
AMZN
+$908K

Top Sells

1
+$579K
2
+$309K
3
+$190K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$167K
5
EJAN icon
Innovator Emerging Markets Power Buffer ETF January
EJAN
+$165K

Sector Composition

1 Technology 19.94%
2 Communication Services 6.59%
3 Financials 2.62%
4 Consumer Discretionary 2.57%
5 Healthcare 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$319K 0.18%
5,290
+12
77
$313K 0.18%
1,505
78
$312K 0.18%
8,227
-588
79
$306K 0.18%
+3,265
80
$300K 0.17%
8,931
-672
81
$298K 0.17%
+4,630
82
$294K 0.17%
4,709
-270
83
$289K 0.17%
1,643
+322
84
$282K 0.16%
1,543
85
$269K 0.16%
7,097
+49
86
$262K 0.15%
3,425
+18
87
$257K 0.15%
2,476
88
$256K 0.15%
849
+35
89
$244K 0.14%
+402
90
$243K 0.14%
1,531
91
$243K 0.14%
2,096
92
$238K 0.14%
692
+1
93
$230K 0.13%
+1,525
94
$219K 0.13%
+4,101
95
$203K 0.12%
+667
96
$202K 0.12%
+385
97
$63.3K 0.04%
10,000
98
– –
-10,000
1 2 3
4