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
+$674K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$1.07M
3
+$883K
4
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$727K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$366K

Top Sells

1
+$374K
2
+$263K
3
+$261K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$239K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$231K

Sector Composition

1 Technology 3.33%
2 Communication Services 2.57%
3 Consumer Discretionary 1.81%
4 Financials 0.28%
5 Healthcare 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$284K 0.15%
456
-3
52
$252K 0.14%
428
+12
53
$247K 0.13%
1,473
54
$241K 0.13%
1,174
55
$239K 0.13%
4,955
+100
56
$207K 0.11%
8,400
57
$193K 0.1%
+15,000
58
– –
-3,837
1 2
3