MFAM
M Financial Asset Management Portfolio holdings
AUM
$20.7M
This Quarter Return
-2.97%
1 Year Return
+4.99%
3 Year Return
+7.26%
5 Year Return
+31.25%
10 Year Return
–
AUM
$20.7M
AUM Growth
+$20.7M
(+24%)
Cap. Flow
+$4.56M
Cap. Flow
% of AUM
22.08%
Top 10 Holdings %
Top 10 Hldgs %
99.59%
Holding
16
New
1
Increased
7
Reduced
2
Closed
–
Top Buys
| 1 |
Dimensional International Value ETF
DFIV
|
$3.09M |
| 2 |
Dimensional US Small Cap ETF
DFAS
|
$488K |
| 3 |
Vanguard Materials ETF
VAW
|
$427K |
| 4 |
iShares Global Timber & Forestry ETF
WOOD
|
$307K |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$300K |
Top Sells
| 1 |
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
|
$39.5K |
| 2 |
Vanguard Energy ETF
VDE
|
$38K |
