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MRCM

M&R Capital Management Portfolio holdings

AUM $454M
1-Year Est. Return 40.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$354M
AUM Growth
-$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$495K
2
+$441K
3
+$216K
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$192K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$187K

Top Sells

1
+$3M
2
+$1.89M
3
+$1.01M
4
LOW icon
Lowe's Companies
LOW
+$892K
5
NVDA icon
NVIDIA
NVDA
+$873K

Sector Composition

1 Technology 19.51%
2 Financials 18.63%
3 Healthcare 14.13%
4 Communication Services 10.45%
5 Consumer Discretionary 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$3K ﹤0.01%
228
+164
402
$3K ﹤0.01%
60
403
$3K ﹤0.01%
1,000
404
$3K ﹤0.01%
210
405
$3K ﹤0.01%
100
406
$3K ﹤0.01%
24
407
$3K ﹤0.01%
96
-90
408
$3K ﹤0.01%
100
409
$2K ﹤0.01%
66
410
$2K ﹤0.01%
135
411
$2K ﹤0.01%
100
412
$2K ﹤0.01%
100
413
$2K ﹤0.01%
105
-207
414
$2K ﹤0.01%
100
415
$2K ﹤0.01%
30
416
$2K ﹤0.01%
100
417
$1K ﹤0.01%
300
418
$1K ﹤0.01%
5
-10
419
$1K ﹤0.01%
229
420
$1K ﹤0.01%
40
421
$1K ﹤0.01%
11
422
$1K ﹤0.01%
+50
423
$1K ﹤0.01%
23
424
$1K ﹤0.01%
112
425
$1K ﹤0.01%
27
15 16
17
18 19