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
$8.87M
AUM Growth
-$4.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$288K
2 +$28.2K

Top Sells

1 +$388K
2 +$137K
3 +$129K
4
MOO icon
VanEck Agribusiness ETF
MOO
+$114K
5
VDE icon
Vanguard Energy ETF
VDE
+$75.3K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$5.66M 63.88%
138,074
-9,456
2
$886K 9.99%
9,203
-1,344
3
$814K 9.18%
15,740
+5,569
4
$437K 4.93%
26,299
+1,695
5
$405K 4.57%
8,414
-2,839
6
$403K 4.54%
10,537
-1,970
7
$258K 2.91%
5,019
-2,225