MFAM

M Financial Asset Management Portfolio holdings

AUM $20.6M
1-Year Est. Return 4.99%
This Quarter Est. Return
1 Year Est. Return
+4.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.38M
AUM Growth
-$4.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$13.7K

Top Sells

1 +$2.53M
2 +$910K
3 +$648K
4
WOOD icon
iShares Global Timber & Forestry ETF
WOOD
+$17.6K
5
MOO icon
VanEck Agribusiness ETF
MOO
+$12.4K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$5.21M 62.12%
95,729
-46,623
2
$898K 10.72%
6,966
-5,023
3
$872K 10.41%
9,436
-9,849
4
$591K 7.05%
7,543
-225
5
$460K 5.49%
13,887
+413
6
$293K 3.5%
4,744
-201
7
$60K 0.72%
1,158
-182