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
$127M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$735K
3
+$707K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$626K
5
STGW icon
Stagwell
STGW
+$499K

Top Sells

1
+$1.81M
2
+$586K
3
+$205K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$156K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$153K

Sector Composition

1 Technology 19.69%
2 Communication Services 4.11%
3 Financials 3.01%
4 Healthcare 1.66%
5 Consumer Discretionary 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.2M 11.97%
69,206
+1,927
2
$10.2M 8.02%
29,979
-5,319
3
$7.3M 5.74%
105,334
4
$5.53M 4.35%
73,608
+9,404
5
$5.37M 4.22%
14,537
+315
6
$5.1M 4%
26,276
+1,047
7
$4.88M 3.83%
676,935
+69,191
8
$3.83M 3.01%
8,636
+39
9
$3.82M 3%
64,785
-483
10
$3.16M 2.48%
9,265
+13
11
$3.07M 2.41%
99,067
+11,273
12
$2.45M 1.93%
21,646
-1,810
13
$2.34M 1.84%
68,500
-400
14
$2.32M 1.82%
31,898
+2,747
15
$2.17M 1.71%
27,718
+2
16
$2.13M 1.67%
59,400
+2,500
17
$2.02M 1.58%
55,640
18
$1.92M 1.51%
22,949
-1,863
19
$1.9M 1.49%
83,027
+21
20
$1.82M 1.43%
17,165
+4,000
21
$1.81M 1.42%
16,010
22
$1.78M 1.4%
61,150
23
$1.56M 1.23%
30,000
24
$1.56M 1.23%
39,000
25
$1.39M 1.09%
3,123
-26
1
2 3 4