MCM
Makena Capital Management Portfolio holdings
AUM
$998M
1-Year Return
28.6%
This Quarter Return
-0.22%
1 Year Return
+28.6%
3 Year Return
+84.66%
5 Year Return
+82.39%
10 Year Return
–
AUM
$81.8M
AUM Growth
+$28.9M
(+55%)
Cap. Flow
+$29.6M
Cap. Flow
% of AUM
36.19%
Top 10 Holdings %
Top 10 Hldgs %
91.42%
Holding
18
New
1
Increased
5
Reduced
3
Closed
–
Top Buys
| 1 |
Schwab US TIPS ETF
SCHP
|
+$29.4M |
| 2 |
iShares US Real Estate ETF
IYR
|
+$210K |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$125K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$108K |
| 5 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$88.2K |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$266K |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$44.9K |
| 3 |
iShares TIPS Bond ETF
TIP
|
+$29.3K |
