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
$185M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$770K
2
+$374K
3
+$350K
4
NYF icon
iShares New York Muni Bond ETF
NYF
+$312K
5
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$308K

Top Sells

1
+$955K
2
+$231K
3
+$216K
4
TSLA icon
Tesla
TSLA
+$205K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$135K

Sector Composition

1 Technology 3.03%
2 Communication Services 2.18%
3 Consumer Discretionary 1.47%
4 Financials 0.28%
5 Healthcare 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.2M 0.65%
124,540
-3,400
27
$1.06M 0.57%
1,844
+59
28
$998K 0.54%
73,438
-3,400
29
$985K 0.53%
36,740
+1,240
30
$968K 0.52%
36,099
+9,990
31
$885K 0.48%
2,306
+70
32
$799K 0.43%
30,962
+7,220
33
$793K 0.43%
15,205
+2,330
34
$714K 0.39%
9,504
-130
35
$651K 0.35%
54,400
-1,000
36
$599K 0.32%
18,299
-3,619
37
$541K 0.29%
20,672
+2,460
38
$534K 0.29%
6,610
39
$525K 0.28%
1,140
-12
40
$500K 0.27%
12,260
+589
41
$497K 0.27%
2,509
-20
42
$425K 0.23%
743
-46
43
$414K 0.22%
1,583
-785
44
$395K 0.21%
3,252
+902
45
$393K 0.21%
914
+15
46
$385K 0.21%
2,212
+820
47
$374K 0.2%
+3,837
48
$358K 0.19%
18,497
49
$344K 0.19%
3,160
-178
50
$308K 0.17%
2,517
+10
1
2
3