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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
$414M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
590
New
Increased
Reduced
Closed

Top Buys

1
+$6.78M
2
+$2.29M
3
+$585K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$527K
5
FCB
FCB Financial Holdings, Inc.
FCB
+$241K

Top Sells

1
+$3.27M
2
+$474K
3
+$343K
4
JNJ icon
Johnson & Johnson
JNJ
+$322K
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$257K

Sector Composition

1 Financials 20.19%
2 Healthcare 11.47%
3 Communication Services 10.96%
4 Technology 10.56%
5 Industrials 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$6K ﹤0.01%
259
477
$6K ﹤0.01%
200
478
$6K ﹤0.01%
480
479
$6K ﹤0.01%
210
480
$6K ﹤0.01%
500
481
$6K ﹤0.01%
1,099
482
$6K ﹤0.01%
184
483
$6K ﹤0.01%
100
484
$6K ﹤0.01%
486
485
$5K ﹤0.01%
971
+19
486
$5K ﹤0.01%
280
487
$5K ﹤0.01%
119
488
$5K ﹤0.01%
+105
489
$5K ﹤0.01%
5,000
490
$5K ﹤0.01%
56
491
$5K ﹤0.01%
130
492
$5K ﹤0.01%
50
493
$5K ﹤0.01%
107
494
$5K ﹤0.01%
182
495
$4K ﹤0.01%
80
-10
496
$4K ﹤0.01%
+222
497
$4K ﹤0.01%
1,000
498
$4K ﹤0.01%
60
499
$4K ﹤0.01%
150
500
$4K ﹤0.01%
215
18 19
20
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