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
$115M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$11.6M
3
+$11.4M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.85M
5
AAPL icon
Apple
AAPL
+$4.38M

Top Sells

No sells this quarter

Sector Composition

1 Technology 36.33%
2 Financials 3.58%
3 Healthcare 1.96%
4 Consumer Discretionary 0.79%
5 Communication Services 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.6M 20.61%
+105,465
2
$11.6M 10.12%
+34,533
3
$11.4M 9.97%
+47,354
4
$5.85M 5.1%
+14,708
5
$4.38M 3.82%
+24,668
6
$4.05M 3.53%
+8,522
7
$3.92M 3.42%
+53,670
8
$2.96M 2.58%
+33,714
9
$2.9M 2.53%
+9,702
10
$2.64M 2.3%
+31,147
11
$2.25M 1.96%
+18,350
12
$2.1M 1.83%
+18,060
13
$1.98M 1.72%
+71,731
14
$1.92M 1.67%
+57,400
15
$1.75M 1.52%
+98,011
16
$1.74M 1.52%
+52,652
17
$1.68M 1.46%
+30,000
18
$1.49M 1.3%
+24,750
19
$1.46M 1.28%
+29,585
20
$1.38M 1.2%
+17,795
21
$1.38M 1.2%
+34,937
22
$1.31M 1.14%
+40,900
23
$1.31M 1.14%
+12,223
24
$1.2M 1.04%
+10,665
25
$1.13M 0.98%
+7,166
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