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
$7.75M
AUM Growth
+$332K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$364K
2 +$13.7K
3 +$4.98K

Top Sells

1 +$26.6K
2 +$19K
3 +$18.4K
4
VDE icon
Vanguard Energy ETF
VDE
+$526

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$4.95M 63.77%
94,626
+6,962
2
$945K 12.19%
8,986
-5
3
$782K 10.09%
5,966
+38
4
$431K 5.56%
5,731
-244
5
$317K 4.09%
8,802
-527
6
$302K 3.89%
4,602
+209
7
$32K 0.41%
632
-526