MPCL
My Personal CFO LLC Portfolio holdings
AUM
$258M
1-Year Est. Return
14.14%
1 Year Est. Return
+14.14%
AUM
$258M
AUM Growth
+$38.2M
(+17%)
Holding
159
Top Buys
| 1 | +$20.9M | |
| 2 | +$13.3M | |
| 3 | +$12.6M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$11.4M |
| 5 |
Dimensional US High Profitability ETF
DUHP
|
+$10.7M |
Top Sells
| 1 | +$18.2M | |
| 2 | +$14M | |
| 3 | +$12.8M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$11.6M |
| 5 |
Okta
OKTA
|
+$11M |
Sector Composition
| 1 | Healthcare | 1.79% |
| 2 | Technology | 1.26% |
| 3 | Financials | 0.59% |
| 4 | Communication Services | 0.19% |
| 5 | Consumer Staples | 0.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Vanguard Dividend Appreciation ETF
VIG
$100B
| – | – |
-1,606
|
|
||
152
Vanguard Russell 1000 Growth ETF
VONG
$33.5B
| – | – |
-3,659
|
|
||
153
Vanguard S&P 500 ETF
VOO
$798B
| – | – |
-8,615
|
|
||
154
Vanguard S&P 500 Growth ETF
VOOG
$21.4B
| – | – |
-672
|
|
||
155
Vanguard Large-Cap ETF
VV
$47.2B
| – | – |
-1,391
|
|
||
156
Vanguard Total International Stock ETF
VXUS
$111B
| – | – |
-3,204
|
|
||
157
Vanguard High Dividend Yield ETF
VYM
$67.6B
| – | – |
-17,165
|
|
||
158
Wayfair
W
$14.3B
| – | – |
-19,302
|
|
||
159
Energy Select Sector SPDR Fund
XLE
$27.5B
| – | – |
-2,695
|
|