MFAM
M Financial Asset Management Portfolio holdings
AUM
$20.7M
This Quarter Return
+17.06%
1 Year Return
+4.99%
3 Year Return
+7.26%
5 Year Return
+31.25%
10 Year Return
–
AUM
$12.2M
AUM Growth
+$12.2M
(+24%)
Cap. Flow
+$739K
Cap. Flow
% of AUM
6.05%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
14
New
–
Increased
4
Reduced
3
Closed
6
Top Buys
| 1 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$605K |
| 2 |
Vanguard Energy ETF
VDE
|
$107K |
| 3 |
Vanguard Materials ETF
VAW
|
$68.6K |
| 4 |
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
|
$14.6K |
