M
MYeCFO Portfolio holdings
AUM
$204M
This Quarter Return
+6.55%
1 Year Return
+12.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$122M
AUM Growth
–
Cap. Flow
+$122M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
76.58%
Holding
43
New
43
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Broad Market ETF
SCHB
|
$28.8M |
| 2 |
Schwab International Equity ETF
SCHF
|
$12.7M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$11.6M |
| 4 |
Schwab US Aggregate Bond ETF
SCHZ
|
$10.3M |
| 5 |
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% |
