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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
$435M
AUM Growth
+$3.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
572
New
Increased
Reduced
Closed

Top Buys

1
+$4.86M
2
+$3.24M
3
+$2.22M
4
DAL icon
Delta Air Lines
DAL
+$717K
5
SYF icon
Synchrony
SYF
+$508K

Top Sells

1
+$6.47M
2
+$2.74M
3
+$722K
4
HEZU icon
iShares Currency Hedged MSCI Eurozone ETF
HEZU
+$519K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$507K

Sector Composition

1 Financials 21.76%
2 Technology 11.83%
3 Communication Services 11.17%
4 Healthcare 8.79%
5 Industrials 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$6K ﹤0.01%
1,091
452
$6K ﹤0.01%
1,031
+20
453
$6K ﹤0.01%
300
454
$6K ﹤0.01%
119
455
$6K ﹤0.01%
5,000
456
$6K ﹤0.01%
200
457
$6K ﹤0.01%
434
458
$6K ﹤0.01%
50
459
$6K ﹤0.01%
210
460
$6K ﹤0.01%
256
461
$5K ﹤0.01%
1,500
462
$5K ﹤0.01%
500
463
$5K ﹤0.01%
200
464
$5K ﹤0.01%
259
465
$5K ﹤0.01%
225
+112
466
$5K ﹤0.01%
+182
467
$5K ﹤0.01%
56
468
$5K ﹤0.01%
130
469
$4K ﹤0.01%
37
470
$4K ﹤0.01%
+43
471
$4K ﹤0.01%
+15
472
$4K ﹤0.01%
75
-250
473
$4K ﹤0.01%
333
474
$4K ﹤0.01%
100
475
$4K ﹤0.01%
368
17 18
19
20 21