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
51
$298K 0.16%
1,130
-180
52
$269K 0.15%
459
+15
53
$255K 0.14%
1,473
54
$240K 0.13%
416
+25
55
$220K 0.12%
4,855
-200
56
$211K 0.11%
+1,174
57
$211K 0.11%
8,400
1 2
3