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Martin R. Curiel

@Myecfo, Llc

Latest period2024 - Q4ReportedManaged Assets$185.27MTotal holdings57
Assets growth rate0.37%Assets growth rate (2-Q avg)3.42%Continuous growth in asset value6 quarters

Portfolio positions

This chart displays the top 10 holdings in Myecfo, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 57 positions.

Assets under management

The assets under management (AUM) of Myecfo, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 185.27M in assets, with a quarterly growth rate of 0.37% and a 2-quarter average growth rate of 3.42%. The portfolio is managed by Martin R. Curiel, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VGTVanguard World Fd
Recent Activity
Decreased -0.65%
0.16%
$283,541
456 shares@ $621.81 avg price
IVVIshares Tr
Recent Activity
Increased 2.89%
0.14%
$251,683
428 shares@ $588.05 avg price
PGProcter And Gamble Co
Recent Activity
0.14%
$247,030
1,473 shares@ $167.71 avg price
FIFiserv Inc
Recent Activity
0.14%
$241,163
1,174 shares@ $205.42 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Increased 2.06%
0.13%
$239,475
4,955 shares@ $48.33 avg price
PWZInvesco Exch Traded Fd Tr Ii
Recent Activity
0.12%
$207,480
8,400 shares@ $24.7 avg price
RCATRed Cat Hldgs Inc
Recent Activity
New Position
0.11%
$192,750
15,000 shares@ $12.85 avg price