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
$133M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$2.24M
3
+$2.12M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.44M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$866K

Top Sells

1
+$2.27M
2
+$880K
3
+$856K
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$786K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$673K

Sector Composition

1 Technology 3.5%
2 Consumer Discretionary 1.36%
3 Communication Services 1.29%
4 Financials 0.51%
5 Energy 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$744K 0.56%
1,818
-200
27
$681K 0.51%
+2,207
28
$649K 0.49%
58,400
+13,600
29
$624K 0.47%
23,305
-1,506
30
$616K 0.46%
4,048
+100
31
$582K 0.44%
2,853
-1,917
32
$532K 0.4%
2,133
-601
33
$437K 0.33%
1,161
+520
34
$377K 0.28%
1,816
+72
35
$324K 0.24%
13,694
+3,964
36
$312K 0.23%
3,003
-730
37
$310K 0.23%
1,738
38
$293K 0.22%
+1,600
39
$267K 0.2%
+693
40
$248K 0.19%
2,172
-170
41
$240K 0.18%
+834
42
$228K 0.17%
10,882
-1,440
43
$208K 0.16%
8,400
44
$204K 0.15%
4,300
45
$200K 0.15%
+5,115
46
$200K 0.15%
1,824
-384
47
– –
-2,219
48
– –
-4,479
1
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