MA

Mangham Associates Portfolio holdings

AUM $53.9M
1-Year Est. Return 13.02%
This Quarter Est. Return
1 Year Est. Return
+13.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$75.3M 65.25%
+306,968
2
$32.6M 28.24%
+438,756
3
$6.08M 5.27%
+76,808
4
$961K 0.83%
+21,404
5
$260K 0.23%
+5,019
6
$221K 0.19%
+3,341