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
$29.6M
AUM Growth
-$1.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$56.8K
2 +$53.7K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$8.3M 28%
159,985
+1,036
2
$7.14M 24.09%
209,837
-18,162
3
$4.96M 16.74%
152,098
-1,053
4
$4.19M 14.14%
79,807
+1,083
5
$1.45M 4.88%
11,423
-1,496
6
$1.38M 4.64%
7,973
-153
7
$966K 3.26%
13,053
-111
8
$817K 2.76%
20,224
-539
9
$444K 1.5%
5,650
-31