M
MYeCFO Portfolio holdings
AUM
$204M
This Quarter Return
+3.83%
1 Year Return
+12.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$138M
AUM Growth
+$138M
(+3.2%)
Cap. Flow
-$477K
Cap. Flow
% of AUM
-0.35%
Top 10 Holdings %
Top 10 Hldgs %
74.33%
Holding
49
New
3
Increased
22
Reduced
17
Closed
4
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.19M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$1.18M |
| 3 |
Schwab Emerging Markets Equity ETF
SCHE
|
$587K |
| 4 |
Schwab US Aggregate Bond ETF
SCHZ
|
$524K |
| 5 |
iShares New York Muni Bond ETF
NYF
|
$396K |
Top Sells
| 1 |
Apple
AAPL
|
$1.46M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
$1.08M |
| 3 |
Schwab Short-Term US Treasury ETF
SCHO
|
$1.01M |
| 4 |
Schwab International Equity ETF
SCHF
|
$771K |
| 5 |
iShares National Muni Bond ETF
MUB
|
$529K |
Sector Composition
| 1 | Technology | 2.97% |
| 2 | Communication Services | 2.33% |
| 3 | Consumer Discretionary | 1.74% |
| 4 | Financials | 0.29% |
| 5 | Energy | 0% |
