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
$117M
AUM Growth
+$8.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
898
New
Increased
Reduced
Closed

Top Buys

1
+$8.15M
2
+$7.67M
3
+$3.84M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$3.69M
5
MSFT icon
Microsoft
MSFT
+$3.17M

Top Sells

1
+$6.88M
2
+$507K
3
+$292K
4
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$263K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$213K

Sector Composition

1 Technology 21.82%
2 Communication Services 4.28%
3 Financials 2.99%
4 Healthcare 1.8%
5 Consumer Discretionary 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.7M 11.72%
67,279
+39,909
2
$10.2M 8.69%
35,298
+10,982
3
$9.08M 7.75%
105,334
+88,909
4
$4.56M 3.9%
14,222
+6,398
5
$4.55M 3.88%
64,204
+52,080
6
$4.51M 3.85%
607,744
-927,250
7
$4.16M 3.55%
25,229
+23,317
8
$3.88M 3.31%
65,268
+31,614
9
$3.52M 3%
8,597
+3,111
10
$2.86M 2.44%
9,252
+9,183
11
$2.75M 2.35%
23,456
+11,990
12
$2.53M 2.16%
87,794
+79,121
13
$2.2M 1.88%
68,900
+59,666
14
$2.15M 1.84%
29,151
+25,026
15
$2.06M 1.76%
24,812
+15,078
16
$1.99M 1.7%
27,716
+3,067
17
$1.91M 1.63%
56,900
+33,576
18
$1.88M 1.61%
55,640
+33,019
19
$1.84M 1.57%
83,006
+52,655
20
$1.83M 1.56%
16,010
+9,246
21
$1.74M 1.48%
+61,150
22
$1.48M 1.26%
+39,000
23
$1.44M 1.23%
30,000
24
$1.39M 1.19%
13,165
+3,899
25
$1.35M 1.15%
24,750
+24,730
1
2 3 4 5