M
MYeCFO Portfolio holdings
AUM
$204M
This Quarter Return
+6.06%
1 Year Return
+12.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$133M
AUM Growth
+$133M
(+9.6%)
Cap. Flow
+$5.43M
Cap. Flow
% of AUM
4.07%
Top 10 Holdings %
Top 10 Hldgs %
74.43%
Holding
48
New
5
Increased
18
Reduced
20
Closed
2
Top Buys
| 1 |
Apple
AAPL
|
$2.6M |
| 2 |
iShares California Muni Bond ETF
CMF
|
$2.24M |
| 3 |
Schwab Municipal Bond ETF
SCMB
|
$2.12M |
| 4 |
Schwab US Broad Market ETF
SCHB
|
$1.44M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$866K |
Top Sells
| 1 |
Schwab US Aggregate Bond ETF
SCHZ
|
$2.27M |
| 2 |
Schwab International Equity ETF
SCHF
|
$880K |
| 3 |
Vanguard Total World Stock ETF
VT
|
$856K |
| 4 |
Schwab Emerging Markets Equity ETF
SCHE
|
$786K |
| 5 |
iShares National Muni Bond ETF
MUB
|
$673K |
Sector Composition
| 1 | Technology | 3.5% |
| 2 | Consumer Discretionary | 1.36% |
| 3 | Communication Services | 1.29% |
| 4 | Financials | 0.51% |
| 5 | Energy | 0.15% |
