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
$199M
AUM Growth
+$3.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$1.26M
3
+$865K
4
MSFT icon
Microsoft
MSFT
+$640K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$417K

Top Sells

1
+$1.41M
2
+$850K
3
+$455K
4
META icon
Meta Platforms (Facebook)
META
+$359K
5
AVGO icon
Broadcom
AVGO
+$253K

Sector Composition

1 Technology 22.17%
2 Financials 2.89%
3 Communication Services 2.76%
4 Healthcare 1.03%
5 Consumer Discretionary 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLP icon
76
Consumers Staples Select Sector SPDR Fund
XLP
$15.6B
$285K 0.14%
3,488
+13
BAC icon
77
Bank of America
BAC
$370B
$284K 0.14%
6,814
-129
XLE icon
78
Energy Select Sector SPDR Fund
XLE
$25.8B
$251K 0.13%
2,684
+10
VUG icon
79
Vanguard Growth ETF
VUG
$195B
$250K 0.13%
675
+1
IEI icon
80
iShares 3-7 Year Treasury Bond ETF
IEI
$17.1B
$248K 0.12%
2,096
EFG icon
81
iShares MSCI EAFE Growth ETF
EFG
$11.5B
$245K 0.12%
2,447
VOOG icon
82
Vanguard S&P 500 Growth ETF
VOOG
$20.3B
$225K 0.11%
671
+1
CRM icon
83
Salesforce
CRM
$234B
$222K 0.11%
827
-6
SPMD icon
84
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.3B
$216K 0.11%
4,228
+127
FLRN icon
85
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.69B
$216K 0.11%
+7,000
GOOGL icon
86
Alphabet (Google) Class A
GOOGL
$3.04T
$209K 0.11%
1,349
-73
ORC
87
Orchid Island Capital
ORC
$1.11B
$75.2K 0.04%
+10,000
AVGO icon
88
Broadcom
AVGO
$1.67T
– –
-1,091
NKE icon
89
Nike
NKE
$98.8B
– –
-11,227
VPU icon
90
Vanguard Utilities ETF
VPU
$8.04B
– –
-1,329
MNTX
91
DELISTED
Manitex International, Inc.
MNTX
– –
-10,000
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4