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
$182M
AUM Growth
-$4.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Sells

1 +$5.49M
2 +$768K
3 +$765K
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$644K
5
MSFT icon
Microsoft
MSFT
+$625K

Sector Composition

1 Technology 19.83%
2 Communication Services 3.56%
3 Financials 2.63%
4 Consumer Discretionary 2.08%
5 Healthcare 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,537
102
-3,125