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
$258M
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$13.2M
3
+$12.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$11M
5
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$10.4M

Top Sells

1
+$17.9M
2
+$14M
3
+$11.3M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$11.1M
5
OKTA icon
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
– –
-8,615
152
– –
-4,032
153
– –
-1,391
154
– –
-3,204
155
– –
-17,165
156
– –
-19,302
157
– –
-5,390
158
– –
-4,934
159
– –
-3,506
3 4 5 6
7