MPCL
My Personal CFO LLC Portfolio holdings
AUM
$240M
1-Year Est. Return
15.37%
This Fund
S&P 500
1 Year Est. Return
+15.37%
AUM
$258M
AUM Growth
+$38.2M
(+17%)
Holding
159
Top Buys
| 1 | +$20.7M | |
| 2 | +$13.2M | |
| 3 | +$12.2M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$11M |
| 5 |
Dimensional US Small Cap Value ETF
DFSV
|
+$10.4M |
Top Sells
| 1 | +$17.9M | |
| 2 | +$14M | |
| 3 | +$11.3M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$11.1M |
| 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 S&P 500 Growth ETF
VOOG
$21.7B
| – | – |
-672
|
|
||
152
Vanguard Large-Cap ETF
VV
$47.4B
| – | – |
-1,391
|
|
||
153
Vanguard Total International Stock ETF
VXUS
$140B
| – | – |
-3,204
|
|
||
154
Vanguard High Dividend Yield ETF
VYM
$74.6B
| – | – |
-17,165
|
|
||
155
Wayfair
W
$9.98B
| – | – |
-19,302
|
|
||
156
State Street Energy Select Sector SPDR ETF
XLE
$38.1B
| – | – |
-5,390
|
|
||
157
State Street Technology Select Sector SPDR ETF
XLK
$87.7B
| – | – |
-4,934
|
|
||
158
State Street Consumer Staples Select Sector SPDR ETF
XLP
$17.4B
| – | – |
-3,506
|
|
||
159
State Street Health Care Select Sector SPDR ETF
XLV
$42.8B
| – | – |
-3,326
|
|