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
151
$42.6K 0.04%
+3,500
152
$39.7K 0.04%
+1
153
$38.4K 0.04%
+349
154
$37.7K 0.03%
+528
155
$37.1K 0.03%
+580
156
$36.6K 0.03%
+171
157
$36.1K 0.03%
+301
158
$34.5K 0.03%
+480
159
$33.6K 0.03%
+379
160
$32.8K 0.03%
+203
161
$32.5K 0.03%
+634
162
$32.2K 0.03%
+199
163
$31.7K 0.03%
+314
164
$31.6K 0.03%
+1
165
$31.4K 0.03%
+310
166
$31K 0.03%
+179
167
$30.6K 0.03%
+185
168
$30.4K 0.03%
+676
169
$30.4K 0.03%
+357
170
$30.3K 0.03%
+1,007
171
$29.7K 0.03%
+201
172
$29.7K 0.03%
+593
173
$29.2K 0.03%
+84
174
$29.2K 0.03%
+124
175
$28.9K 0.03%
+176
5 6
7
8 9