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
$195M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$3.79M
2
+$1.96M
3
+$1.47M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$864K
5
AVUS icon
Avantis US Equity ETF
AVUS
+$753K

Top Sells

1
+$205K
2
+$198K
3
+$165K
4
NVDA icon
NVIDIA
NVDA
+$128K
5
NKE icon
Nike
NKE
+$127K

Sector Composition

1 Technology 19.8%
2 Communication Services 3.26%
3 Financials 2.54%
4 Consumer Discretionary 1.68%
5 Healthcare 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$278K 0.14%
833
+1
77
$277K 0.14%
2,578
+4
78
$277K 0.14%
674
+1
79
$273K 0.14%
3,475
+18
80
$269K 0.14%
1,422
+99
81
$253K 0.13%
+1,091
82
$245K 0.13%
670
-8
83
$242K 0.12%
2,096
84
$237K 0.12%
2,447
85
$229K 0.12%
2,674
-1
86
$224K 0.12%
4,101
87
$217K 0.11%
1,329
88
$58K 0.03%
10,000
89
– –
-3,172
1 2 3
4