MCC
Maiden Cove Capital Portfolio holdings
AUM
$65.4M
This Quarter Return
+2.96%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$46M
AUM Growth
–
Cap. Flow
+$46M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
61.5%
Holding
47
New
47
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$10.7M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$4.6M |
| 3 |
iShares Core Total USD Bond Market ETF
IUSB
|
$2.62M |
| 4 |
iShares Core Dividend Growth ETF
DGRO
|
$2.24M |
| 5 |
iShares MSCI EAFE Value ETF
EFV
|
$1.96M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 7.56% |
| 2 | Financials | 4.71% |
| 3 | Consumer Discretionary | 2.82% |
| 4 | Consumer Staples | 1.42% |
| 5 | Communication Services | 0.79% |
