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
$12.5M
AUM Growth
+$311K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$15.1K
2 +$4.27K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$8.57M 68.36%
141,239
-2,712
2
$1.02M 8.17%
15,060
+222
3
$948K 7.56%
5,483
-1,107
4
$755K 6.02%
20,860
+118
5
$699K 5.58%
8,195
-1,285
6
$441K 3.52%
5,029
-753
7
$57K 0.45%
1,033
8
$43K 0.34%
1,557
-2,099