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
$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

Top Sells

1
+$12.7M
2
+$2.16M
3
+$2.14M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$462K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$266K

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
1
$10.9M 10.04%
1,534,994
+50,678
2
$9.8M 9.04%
27,370
-742
3
$8.15M 7.52%
24,316
+1,048
4
$7.2M 6.65%
16,425
+60
5
$3.79M 3.49%
7,824
+19
6
$3.29M 3.03%
5,486
7
$3.26M 3.01%
1,912
8
$3.09M 2.85%
33,654
+8
9
$2.87M 2.65%
+69
10
$2.48M 2.28%
11,466
+1,576
11
$2.22M 2.05%
24,649
+1
12
$1.94M 1.79%
6,764
13
$1.84M 1.7%
30,351
-1
14
$1.6M 1.47%
9,734
+750
15
$1.58M 1.46%
22,010
16
$1.49M 1.37%
23,324
17
$1.4M 1.3%
+20
18
$1.4M 1.29%
+22,621
19
$1.37M 1.26%
8,673
-13,533
20
$1.35M 1.25%
4,125
-38,864
21
$1.35M 1.25%
30,000
22
$1.32M 1.22%
9,234
23
$1.23M 1.14%
17,979
-696
24
$1.21M 1.11%
1,027
25
$1.15M 1.07%
9,266
1
2 3 4 5