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
$187M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$5.37M
2
+$1.61M
3
+$1.2M
4
BAPR icon
Innovator US Equity Buffer ETF April
BAPR
+$997K
5
AVUS icon
Avantis US Equity ETF
AVUS
+$810K

Top Sells

1
+$2.07M
2
+$874K
3
+$341K
4
STGW icon
Stagwell
STGW
+$282K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$243K

Sector Composition

1 Technology 21.89%
2 Communication Services 6.42%
3 Consumer Discretionary 2.41%
4 Financials 2.35%
5 Healthcare 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.7M 12.65%
88,561
+6,002
2
$17.8M 9.5%
39,817
+12,012
3
$11.2M 5.98%
119,627
-11
4
$9.86M 5.26%
109,329
+8,978
5
$9.2M 4.91%
1,349,440
-41,407
6
$7.5M 4%
15,654
+650
7
$5.9M 3.15%
28,002
+179
8
$4.74M 2.53%
8,714
+104
9
$4.48M 2.39%
119,625
+3,358
10
$4.22M 2.25%
68,518
+4,948
11
$3.54M 1.89%
8,698
-21
12
$3.46M 1.85%
83,420
+24,020
13
$3.04M 1.62%
74,825
-300
14
$3.03M 1.62%
12,522
+2,501
15
$2.87M 1.53%
68,480
-1,200
16
$2.73M 1.46%
22,088
-452
17
$2.7M 1.44%
32,283
+2,183
18
$2.68M 1.43%
27,728
+2
19
$2.4M 1.28%
19,817
-1,799
20
$2.26M 1.21%
52,310
21
$2.14M 1.14%
47,390
22
$2.08M 1.11%
16,282
+86
23
$2.04M 1.09%
17,165
24
$1.97M 1.05%
30,748
+748
25
$1.96M 1.05%
46,920
+9,900
1
2 3 4 5