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
$187M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$5.37M
2 +$1.61M
3 +$1.2M
4
BAPR icon
Innovator US Equity Buffer ETF April
BAPR
+$997K
5
AVUS icon
Avantis US Equity ETF
AVUS
+$810K

Top Sells

1 +$2.07M
2 +$874K
3 +$341K
4
STGW icon
Stagwell
STGW
+$282K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$243K

Sector Composition

1 Technology 21.89%
2 Communication Services 6.42%
3 Consumer Discretionary 2.41%
4 Financials 2.35%
5 Healthcare 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$63.3K 0.03%
10,000
102
-1,531
103
-72,591