MPCL

My Personal CFO LLC Portfolio holdings

AUM $258M
1-Year Est. Return 14.14%
This Quarter Est. Return
1 Year Est. Return
+14.14%
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

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
176
$27.3K 0.03%
+574
177
$27K 0.02%
+603
178
$26.7K 0.02%
+100
179
$25.3K 0.02%
+309
180
$24.8K 0.02%
+300
181
$24.8K 0.02%
+250
182
$24.7K 0.02%
+522
183
$24.6K 0.02%
+431
184
$24.6K 0.02%
+386
185
$24.4K 0.02%
+950
186
$24.3K 0.02%
+178
187
$24K 0.02%
+430
188
$22.7K 0.02%
+489
189
$22.4K 0.02%
+467
190
$22.4K 0.02%
+178
191
$22K 0.02%
+100
192
$21.8K 0.02%
+1,200
193
$21.8K 0.02%
+750
194
$21.5K 0.02%
+228
195
$21.4K 0.02%
+90
196
$21.2K 0.02%
+135
197
$21.2K 0.02%
+550
198
$21.2K 0.02%
+136
199
$21.1K 0.02%
+272
200
$21K 0.02%
+80