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
$13.1M
AUM Growth
+$6.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$8.44M 64.36%
168,187
+71,553
2
$1.41M 10.74%
11,429
+5,369
3
$1.07M 8.16%
11,962
+1,625
4
$855K 6.52%
27,235
+18,674
5
$593K 4.52%
9,332
+3,954
6
$453K 3.46%
7,270
+2,486
7
$294K 2.24%
5,680
+5,048