M
MYeCFO Portfolio holdings
AUM
$204M
This Quarter Return
+7.69%
1 Year Return
+12.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$204M
AUM Growth
+$204M
(+7.9%)
Cap. Flow
+$1.13M
Cap. Flow
% of AUM
0.55%
Top 10 Holdings %
Top 10 Hldgs %
72.75%
Holding
61
New
3
Increased
23
Reduced
25
Closed
2
Top Buys
| 1 |
Schwab US Broad Market ETF
SCHB
|
$734K |
| 2 |
Schwab Short-Term US Treasury ETF
SCHO
|
$417K |
| 3 |
Invesco QQQ Trust
QQQ
|
$392K |
| 4 |
Schwab Municipal Bond ETF
SCMB
|
$313K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$276K |
Top Sells
Sector Composition
| 1 | Technology | 2.82% |
| 2 | Communication Services | 2.27% |
| 3 | Consumer Discretionary | 1.59% |
| 4 | Financials | 0.27% |
| 5 | Healthcare | 0.14% |
