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
126
$56.8K 0.05%
+2
127
$56.5K 0.05%
+68
128
$56K 0.05%
+1
129
$55.8K 0.05%
+647
130
$53.7K 0.05%
+182
131
$53K 0.05%
+3,630
132
$52.8K 0.05%
+734
133
$52.4K 0.05%
+704
134
$52.1K 0.05%
+169
135
$51.9K 0.05%
+431
136
$50.3K 0.05%
+368
137
$50.1K 0.05%
+500
138
$49.5K 0.05%
+235
139
$49.4K 0.05%
+224
140
$49K 0.05%
+246
141
$48.3K 0.04%
+301
142
$48K 0.04%
+112
143
$47K 0.04%
+590
144
$46.4K 0.04%
+900
145
$46.4K 0.04%
+400
146
$45.4K 0.04%
+135
147
$45.3K 0.04%
+542
148
$44.4K 0.04%
+298
149
$44.2K 0.04%
+760
150
$44K 0.04%
+135
4 5
6
7 8