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
$154M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$5.35M
2
+$1.9M
3
+$1.34M
4
META icon
Meta Platforms (Facebook)
META
+$966K
5
BNOV icon
Innovator US Equity Buffer ETF November
BNOV
+$890K

Top Sells

1
+$1.23M
2
+$845K
3
+$451K
4
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$350K
5
QCLN icon
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
+$200K

Sector Composition

1 Technology 19.41%
2 Communication Services 6.91%
3 Financials 2.54%
4 Consumer Discretionary 2.04%
5 Healthcare 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.7M 12.2%
79,013
+7,997
2
$10.9M 7.08%
120,077
+14,753
3
$10.4M 6.75%
27,551
-3,278
4
$8.84M 5.76%
1,333,440
+807,505
5
$7.1M 4.62%
87,065
+8,027
6
$6.13M 3.99%
14,959
-172
7
$5.29M 3.45%
27,501
+1,201
8
$4.08M 2.65%
8,579
-57
9
$3.88M 2.53%
116,815
+14,828
10
$3.8M 2.48%
61,420
+735
11
$3.16M 2.06%
8,857
-417
12
$2.67M 1.74%
69,680
+17,040
13
$2.56M 1.67%
29,018
+6,175
14
$2.53M 1.65%
21,595
+56
15
$2.51M 1.63%
68,500
16
$2.36M 1.54%
27,724
+3
17
$2.27M 1.48%
59,400
18
$2.07M 1.35%
8,882
+2,579
19
$2.01M 1.31%
79,277
-2,100
20
$1.92M 1.25%
17,165
21
$1.84M 1.2%
15,691
+47
22
$1.83M 1.19%
60,150
-1,000
23
$1.79M 1.16%
51,200
+25,500
24
$1.68M 1.09%
30,000
25
$1.63M 1.06%
39,000
1
2 3 4