We are live on ! Find out more
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
$117M
AUM Growth
+$8.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
898
New
Increased
Reduced
Closed

Top Buys

1
+$7.99M
2
+$6.77M
3
+$3.69M
4
AAPL icon
Apple
AAPL
+$3.44M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.83M

Top Sells

1
+$6.48M
2
+$502K
3
+$292K
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$263K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$213K

Sector Composition

1 Technology 21.82%
2 Communication Services 4.28%
3 Financials 2.99%
4 Healthcare 1.8%
5 Consumer Discretionary 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-54
127
– –
-12
128
– –
-42
129
– –
-16
130
– –
-250
131
– –
-120
132
– –
-4
133
– –
-5
134
– –
-23
135
– –
-1
136
– –
-30
137
– –
-16
138
– –
-86
139
– –
-44
140
– –
-485
141
– –
-18
142
– –
-5
143
– –
-23
144
– –
-20
145
– –
-3
146
– –
-108
147
– –
-31
148
– –
-43
149
– –
-102
150
– –
-1,070
4 5
6
7 8