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
201
$20.5K 0.02%
+177
202
$20.2K 0.02%
+52
203
$20.2K 0.02%
+97
204
$20.1K 0.02%
+510
205
$19.8K 0.02%
+502
206
$19.7K 0.02%
+1,070
207
$19.3K 0.02%
+621
208
$18.9K 0.02%
+353
209
$18.6K 0.02%
+107
210
$18.4K 0.02%
+26
211
$18.4K 0.02%
+273
212
$18.1K 0.02%
+58
213
$18.1K 0.02%
+71
214
$17.9K 0.02%
+172
215
$17.9K 0.02%
+435
216
$17.5K 0.02%
+425
217
$17.2K 0.02%
+492
218
$17.1K 0.02%
+512
219
$16.9K 0.02%
+111
220
$16.9K 0.02%
+68
221
$16.3K 0.02%
+344
222
$16K 0.01%
+102
223
$15.9K 0.01%
+48
224
$15.5K 0.01%
+403
225
$14.8K 0.01%
+6