MPCL

My Personal CFO LLC Portfolio holdings

AUM $228M
1-Year Est. Return 14.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$258M
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$13.2M
3
+$12.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$11M
5
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$10.4M

Top Sells

1
+$17.9M
2
+$14M
3
+$11.3M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$11.1M
5
OKTA icon
Okta
OKTA
+$11M

Sector Composition

1 Healthcare 1.79%
2 Technology 1.26%
3 Financials 0.59%
4 Communication Services 0.19%
5 Consumer Staples 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$270K 0.1%
+5,377
77
$266K 0.1%
+1,524
78
$261K 0.1%
+6,350
79
$260K 0.1%
+3,804
80
$256K 0.1%
349
-1,719
81
$255K 0.1%
3,435
-5,613
82
$251K 0.1%
761
-273
83
$248K 0.1%
+1,452
84
$243K 0.09%
+1,743
85
$240K 0.09%
985
-329
86
$239K 0.09%
+2,164
87
$234K 0.09%
+898
88
$225K 0.09%
+2,113
89
$222K 0.09%
+1,134
90
$218K 0.08%
+2,311
91
$208K 0.08%
+4,215
92
$208K 0.08%
+1,949
93
$205K 0.08%
+2,812
94
$127K 0.05%
+20,000
95
– –
-1,640
96
– –
-39,000
97
– –
-46,917
98
– –
-23,078
99
– –
-5,236
100
– –
-1,606
2 3
4
5 6