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
$189M
AUM Growth
+$3.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$764K
3
+$611K
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$497K
5
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$370K

Top Sells

1
+$297K
2
+$193K
3
+$82.1K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$69.8K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$45.3K

Sector Composition

1 Technology 2.88%
2 Communication Services 2.1%
3 Consumer Discretionary 1.48%
4 Financials 0.32%
5 Consumer Staples 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.51M 0.8%
25,550
-400
27
$1.22M 0.65%
19,718
+2,673
28
$1.06M 0.56%
114,540
-4,800
29
$1.06M 0.56%
1,889
+39
30
$971K 0.51%
36,100
+1,900
31
$893K 0.47%
38,131
-460
32
$875K 0.46%
69,500
-2,138
33
$824K 0.44%
2,223
-3
34
$694K 0.37%
9,444
35
$637K 0.34%
20,632
+1,427
36
$616K 0.33%
24,259
+3,287
37
$611K 0.32%
+6,747
38
$607K 0.32%
1,140
39
$588K 0.31%
52,500
+1,100
40
$554K 0.29%
12,264
+259
41
$524K 0.28%
6,640
+30
42
$451K 0.24%
2,327
-37
43
$439K 0.23%
761
-6
44
$409K 0.22%
1,578
-3
45
$399K 0.21%
3,900
+90
46
$398K 0.21%
2,332
-140
47
$365K 0.19%
1,410
+20
48
$355K 0.19%
3,276
-126
49
$339K 0.18%
561
+105
50
$321K 0.17%
2,477
-180
1
2
3