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
$108M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
896
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$1.4M
3
+$1.4M
4
UNH icon
UnitedHealth
UNH
+$1.03M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$996K

Top Sells

1
+$12.7M
2
+$2.16M
3
+$2.14M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$462K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$266K

Sector Composition

1 Technology 19.27%
2 Communication Services 10.82%
3 Financials 4.1%
4 Healthcare 2.78%
5 Consumer Discretionary 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$83.5K 0.08%
+1
102
$82.8K 0.08%
+1,489
103
$81.6K 0.08%
+1
104
$81.4K 0.08%
+537
105
$80.1K 0.07%
+304
106
$79K 0.07%
+819
107
$75.3K 0.07%
+3
108
$75K 0.07%
+1
109
$75K 0.07%
+792
110
$74.5K 0.07%
+1,267
111
$72.6K 0.07%
+159
112
$71.4K 0.07%
+835
113
$71.1K 0.07%
+490
114
$69.2K 0.06%
+1,508
115
$68.9K 0.06%
+1
116
$66K 0.06%
+795
117
$65.5K 0.06%
+3,301
118
$65.1K 0.06%
+852
119
$63K 0.06%
+721
120
$62.9K 0.06%
+179
121
$62.6K 0.06%
+715
122
$59.8K 0.06%
+846
123
$58.6K 0.05%
+528
124
$58.5K 0.05%
+114
125
$57.4K 0.05%
+1
3 4
5
6 7