MPCL

My Personal CFO LLC Portfolio holdings

AUM $240M
1-Year Est. Return 15.37%
This Quarter Est. Return
1 Year Est. Return
+15.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.87M
3
+$1.09M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.08M
5
BMAY icon
Innovator US Equity Buffer ETF May
BMAY
+$572K

Top Sells

1
+$4.17M
2
+$340K
3
+$295K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$256K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$253K

Sector Composition

1 Technology 20.82%
2 Financials 2.44%
3 Communication Services 2.4%
4 Consumer Discretionary 1.11%
5 Healthcare 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$301K 0.14%
1,543
-36
77
$296K 0.13%
675
78
$285K 0.13%
+1,034
79
$284K 0.13%
3,506
+18
80
$274K 0.12%
2,447
81
$267K 0.12%
672
+1
82
$265K 0.12%
2,459
-25
83
$250K 0.11%
2,096
84
$232K 0.11%
1,314
-35
85
$230K 0.1%
4,228
86
$229K 0.1%
5,390
+22
87
$226K 0.1%
827
88
$221K 0.1%
+3,204
89
$220K 0.1%
+1,640
90
$216K 0.1%
+305
91
$216K 0.1%
7,000
92
$70.1K 0.03%
10,000
1 2 3
4