M

MYeCFO Portfolio holdings

AUM $220M
1-Year Est. Return 14.08%
This Quarter Est. Return
1 Year Est. Return
+14.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$28.8M
2
+$12.7M
3
+$11.6M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$10.3M
5
CMF icon
iShares California Muni Bond ETF
CMF
+$7.96M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 1.64%
2 Technology 1.4%
3 Communication Services 0.65%
4 Energy 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$772K 0.63%
+2,018
27
$755K 0.62%
+24,811
28
$652K 0.54%
+2,734
29
$599K 0.49%
+3,948
30
$509K 0.42%
+44,800
31
$457K 0.38%
+5,180
32
$337K 0.28%
+2,219
33
$331K 0.27%
+3,733
34
$303K 0.25%
+1,738
35
$284K 0.23%
+2,342
36
$250K 0.21%
+12,322
37
$244K 0.2%
+2,208
38
$225K 0.19%
+641
39
$219K 0.18%
+9,730
40
$215K 0.18%
+1,744
41
$204K 0.17%
+4,479
42
$203K 0.17%
+8,400
43
$202K 0.17%
+4,300
1
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