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
$173M
AUM Growth
+$2.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$355K
3
+$311K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$250K
5
VPU icon
Vanguard Utilities ETF
VPU
+$206K

Top Sells

1
+$1.62M
2
+$1.44M
3
+$964K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$374K
5
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$228K

Sector Composition

1 Technology 2.8%
2 Communication Services 2.5%
3 Consumer Discretionary 1.65%
4 Healthcare 0.28%
5 Financials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.1M 0.64%
4,122
+78
27
$971K 0.56%
1,785
+44
28
$961K 0.55%
76,838
-762
29
$923K 0.53%
35,500
-922
30
$836K 0.48%
2,236
31
$694K 0.4%
9,634
+4,320
32
$645K 0.37%
26,109
+1,500
33
$635K 0.37%
55,400
-1,100
34
$593K 0.34%
12,875
-50
35
$580K 0.33%
21,918
+1,495
36
$563K 0.32%
23,742
+4,000
37
$481K 0.28%
18,497
38
$469K 0.27%
1,152
-5
39
$469K 0.27%
2,368
-338
40
$462K 0.27%
2,529
+295
41
$450K 0.26%
6,610
-240
42
$429K 0.25%
18,212
-40
43
$402K 0.23%
899
-34
44
$398K 0.23%
789
-204
45
$353K 0.2%
11,671
+676
46
$347K 0.2%
3,338
+178
47
$320K 0.18%
2,507
48
$317K 0.18%
1,310
+360
49
$290K 0.17%
2,350
50
$256K 0.15%
444
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2
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