MFAM
M Financial Asset Management Portfolio holdings
AUM
$20.7M
This Quarter Return
+17.74%
1 Year Return
+4.99%
3 Year Return
+7.26%
5 Year Return
+31.25%
10 Year Return
–
AUM
$10.9M
AUM Growth
+$10.9M
(+23%)
Cap. Flow
+$490K
Cap. Flow
% of AUM
4.5%
Top 10 Holdings %
Top 10 Hldgs %
99.95%
Holding
14
New
7
Increased
5
Reduced
2
Closed
–
Top Buys
| 1 |
iShares Global Timber & Forestry ETF
WOOD
|
$123K |
| 2 |
Vanguard Energy ETF
VDE
|
$113K |
| 3 |
Vanguard Materials ETF
VAW
|
$107K |
| 4 |
VanEck Agribusiness ETF
MOO
|
$91.3K |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$73.3K |
Top Sells
| 1 |
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
|
$15.7K |
| 2 |
iShares North American Natural Resources ETF
IGE
|
$13.1K |
