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
$144M
AUM Growth
+$6.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.38M
3
+$1.28M
4
CMF icon
iShares California Muni Bond ETF
CMF
+$984K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$929K

Top Sells

1
+$503K
2
+$207K
3
+$202K
4
VT icon
Vanguard Total World Stock ETF
VT
+$202K
5
TSLA icon
Tesla
TSLA
+$151K

Sector Composition

1 Technology 2.64%
2 Communication Services 2.39%
3 Consumer Discretionary 1.43%
4 Financials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.02M 0.71%
48,125
-1,540
27
$943K 0.65%
26,955
-1,040
28
$913K 0.63%
36,150
-3,492
29
$907K 0.63%
88,400
-3,000
30
$809K 0.56%
1,893
+75
31
$789K 0.55%
3,716
+1,856
32
$622K 0.43%
64,300
+800
33
$609K 0.42%
2,236
-97
34
$603K 0.42%
24,914
+1,543
35
$467K 0.32%
1,866
-603
36
$410K 0.28%
17,815
+5,588
37
$405K 0.28%
1,157
38
$347K 0.24%
+2,240
39
$345K 0.24%
16,682
+6,800
40
$339K 0.24%
+5,750
41
$269K 0.19%
+7,335
42
$268K 0.19%
849
-265
43
$249K 0.17%
1,967
-105
44
$243K 0.17%
809
-57
45
$223K 0.15%
536
-77
46
$209K 0.14%
+9,826
47
$204K 0.14%
2,510
48
$204K 0.14%
+4,096
49
– –
-4,300
50
– –
-8,400
1
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