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
$174M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.19M
3
+$1.06M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$922K
5
AMZN icon
Amazon
AMZN
+$908K

Top Sells

1
+$579K
2
+$309K
3
+$190K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$167K
5
EJAN icon
Innovator Emerging Markets Power Buffer ETF January
EJAN
+$165K

Sector Composition

1 Technology 19.94%
2 Communication Services 6.59%
3 Financials 2.62%
4 Consumer Discretionary 2.57%
5 Healthcare 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.5M 12.37%
82,559
+3,546
2
$12.5M 7.21%
119,638
-439
3
$11.7M 6.74%
27,805
+254
4
$8.98M 5.18%
100,351
+13,286
5
$8.65M 4.99%
1,390,847
+57,407
6
$6.66M 3.84%
15,004
+45
7
$4.77M 2.75%
27,823
+322
8
$4.5M 2.6%
8,610
+31
9
$4.25M 2.45%
116,267
-548
10
$4.03M 2.32%
63,570
+2,150
11
$3.67M 2.11%
8,719
-138
12
$2.95M 1.7%
75,125
+6,625
13
$2.83M 1.63%
69,680
14
$2.66M 1.53%
21,616
+21
15
$2.6M 1.5%
30,100
+1,082
16
$2.58M 1.49%
27,726
+2
17
$2.5M 1.44%
10,021
+1,139
18
$2.38M 1.37%
59,400
19
$2.18M 1.26%
52,310
+17,110
20
$2.13M 1.23%
16,196
+505
21
$2.08M 1.2%
17,165
22
$2.07M 1.19%
72,591
-6,686
23
$2.06M 1.19%
47,390
+10,050
24
$2.04M 1.17%
22,540
+15,510
25
$1.88M 1.08%
60,150
1
2 3 4