MPCL

My Personal CFO LLC Portfolio holdings

AUM $258M
1-Year Est. Return 14.14%
This Quarter Est. Return
1 Year Est. Return
+14.14%
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
State Street Technology Select Sector SPDR ETF
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
76
$285K 0.14%
3,488
+13
77
$284K 0.14%
6,814
-129
78
$251K 0.13%
2,684
+10
79
$250K 0.13%
675
+1
80
$248K 0.12%
2,096
81
$245K 0.12%
2,447
82
$225K 0.11%
671
+1
83
$222K 0.11%
827
-6
84
$216K 0.11%
4,228
+127
85
$216K 0.11%
+7,000
86
$209K 0.11%
1,349
-73
87
$75.2K 0.04%
+10,000
88
– –
-1,091
89
– –
-11,227
90
– –
-1,329
91
– –
-10,000
1 2 3
4