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
$159M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$1.7M
2 +$668K
3 +$524K
4
SCMB icon
Schwab Municipal Bond ETF
SCMB
+$353K
5
NYF icon
iShares New York Muni Bond ETF
NYF
+$270K

Top Sells

1 +$686K
2 +$446K
3 +$412K
4
BND icon
Vanguard Total Bond Market
BND
+$357K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$244K

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 Change
in Stake
Capital Flow
51
$205K 0.13%
+4,300
52
-536