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
$195M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$3.79M
2
+$1.96M
3
+$1.47M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$864K
5
AVUS icon
Avantis US Equity ETF
AVUS
+$753K

Top Sells

1
+$205K
2
+$198K
3
+$165K
4
NVDA icon
NVIDIA
NVDA
+$128K
5
NKE icon
Nike
NKE
+$127K

Sector Composition

1 Technology 19.8%
2 Communication Services 3.26%
3 Financials 2.54%
4 Consumer Discretionary 1.68%
5 Healthcare 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.8M 15.81%
106,392
+13,074
2
$18.1M 9.29%
43,004
+4,639
3
$13.2M 6.76%
135,930
+7,771
4
$9.42M 4.83%
119,582
-33
5
$7.86M 4.03%
15,376
-322
6
$6.22M 3.19%
24,843
+125
7
$5.81M 2.98%
9,908
+1,002
8
$5.53M 2.84%
136,680
+36,395
9
$4.41M 2.26%
72,534
-1,653
10
$3.93M 2.02%
8,672
+200
11
$3.71M 1.9%
14,054
+2,479
12
$3.66M 1.88%
82,620
13
$3.65M 1.87%
555,029
-12,411
14
$3.56M 1.83%
6,616
+1,152
15
$3.2M 1.64%
74,336
+7,356
16
$3.19M 1.64%
74,125
17
$2.89M 1.48%
27,554
+2
18
$2.86M 1.47%
21,789
+2,149
19
$2.74M 1.4%
30,724
+643
20
$2.62M 1.35%
66,810
+15,860
21
$2.59M 1.33%
58,020
22
$2.49M 1.27%
20,485
+4,030
23
$2.36M 1.21%
17,607
-950
24
$2.3M 1.18%
49,810
-950
25
$2.23M 1.14%
46,505
-510
1
2 3 4