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
$10.9M
AUM Growth
+$2.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
14
New
Increased
Reduced
Closed

Top Buys

1 +$123K
2 +$113K
3 +$107K
4
MOO icon
VanEck Agribusiness ETF
MOO
+$91.3K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$73.3K

Top Sells

1 +$15.7K
2 +$13.1K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$6.65M 61.09%
139,613
+1,539
2
$1.22M 11.19%
10,093
+890
3
$822K 7.56%
15,445
-295
4
$643K 5.91%
12,776
+2,239
5
$589K 5.41%
10,628
+2,214
6
$557K 5.12%
25,695
-604
7
$393K 3.61%
6,537
+1,518
8
$2K 0.02%
+57
9
$2K 0.02%
+57
10
$2K 0.02%
+29
11
$2K 0.02%
+35
12
$1K 0.01%
+16
13
$1K 0.01%
+4
14
$1K 0.01%
+10