MPCL

My Personal CFO LLC Portfolio holdings

AUM $258M
1-Year Est. Return 14.14%
This Quarter Est. Return
1 Year Est. Return
+14.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$199M
AUM Growth
+$3.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$1.26M
3
+$865K
4
MSFT icon
Microsoft
MSFT
+$640K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$417K

Top Sells

1
+$1.41M
2
+$850K
3
+$455K
4
META icon
Meta Platforms (Facebook)
META
+$359K
5
AVGO icon
Broadcom
AVGO
+$253K

Sector Composition

1 Technology 22.17%
2 Financials 2.89%
3 Communication Services 2.76%
4 Healthcare 1.03%
5 Consumer Discretionary 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.1M 15.17%
109,539
+3,147
2
$16.8M 8.45%
44,710
+1,706
3
$12.8M 6.46%
138,761
+2,831
4
$12.3M 6.21%
55,515
+30,672
5
$11.2M 5.63%
106,162
-13,420
6
$7.03M 3.54%
14,984
-392
7
$5.81M 2.93%
10,391
+483
8
$5.16M 2.6%
134,207
-2,473
9
$4.74M 2.39%
8,908
+236
10
$4.66M 2.35%
9,065
+2,449
11
$4.15M 2.09%
65,379
-7,155
12
$3.64M 1.84%
14,088
+34
13
$3.43M 1.73%
80,870
-1,750
14
$3.36M 1.69%
555,029
15
$3.18M 1.6%
76,625
+2,500
16
$3.11M 1.57%
74,331
-5
17
$2.93M 1.48%
21,828
+39
18
$2.79M 1.41%
30,826
+102
19
$2.7M 1.36%
27,555
+1
20
$2.66M 1.34%
20,520
+35
21
$2.53M 1.27%
55,510
+5,700
22
$2.51M 1.26%
58,020
23
$2.46M 1.24%
64,510
-2,300
24
$2.22M 1.12%
17,216
+51
25
$2.19M 1.1%
55,200
1
2 3 4