M
MYeCFO Portfolio holdings
AUM
$204M
This Quarter Return
+9.06%
1 Year Return
+12.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$159M
AUM Growth
+$159M
(+10%)
Cap. Flow
+$1.93M
Cap. Flow
% of AUM
1.22%
Top 10 Holdings %
Top 10 Hldgs %
72.87%
Holding
52
New
4
Increased
20
Reduced
22
Closed
1
Top Buys
| 1 |
Schwab US Broad Market ETF
SCHB
|
$1.7M |
| 2 |
Schwab US Aggregate Bond ETF
SCHZ
|
$668K |
| 3 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$524K |
| 4 |
Schwab Municipal Bond ETF
SCMB
|
$353K |
| 5 |
iShares New York Muni Bond ETF
NYF
|
$270K |
Top Sells
Sector Composition
| 1 | Technology | 2.73% |
| 2 | Communication Services | 2.33% |
| 3 | Consumer Discretionary | 1.4% |
| 4 | Financials | 0.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.43B
| $205K | 0.13% |
+4,300
| New | +$205K |
|
52
Vanguard Information Technology ETF
VGT
$98.6B
| – | – |
-536
| Closed | -$223K |
|