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
$187M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$5.37M
2
+$1.61M
3
+$1.2M
4
BAPR icon
Innovator US Equity Buffer ETF April
BAPR
+$997K
5
AVUS icon
Avantis US Equity ETF
AVUS
+$810K

Top Sells

1
+$2.07M
2
+$874K
3
+$341K
4
STGW icon
Stagwell
STGW
+$282K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$243K

Sector Composition

1 Technology 21.89%
2 Communication Services 6.42%
3 Consumer Discretionary 2.41%
4 Financials 2.35%
5 Healthcare 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$346K 0.18%
1,385
77
$342K 0.18%
+3,647
78
$341K 0.18%
8,915
-488
79
$331K 0.18%
1,463
-42
80
$328K 0.18%
+5,528
81
$320K 0.17%
5,315
+25
82
$318K 0.17%
5,931
-915
83
$314K 0.17%
2,729
-163
84
$306K 0.16%
7,883
-344
85
$304K 0.16%
1,537
-106
86
$296K 0.16%
8,553
-378
87
$296K 0.16%
1,620
+77
88
$283K 0.15%
4,709
89
$271K 0.14%
6,819
-278
90
$268K 0.14%
397
-5
91
$267K 0.14%
1,467
-58
92
$264K 0.14%
3,443
+18
93
$259K 0.14%
692
94
$250K 0.13%
2,447
-29
95
$243K 0.13%
+2,667
96
$242K 0.13%
2,096
97
$241K 0.13%
939
+90
98
$236K 0.13%
+3,760
99
$226K 0.12%
677
+10
100
$210K 0.11%
4,101
1 2 3
4
5