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
$114M
AUM Growth
-$1.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$777K
2 +$676K

Top Sells

1 +$918K
2 +$644K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$75.1M 65.88%
310,179
+3,211
2
$31.7M 27.78%
430,010
-8,746
3
$6.7M 5.88%
85,423
+8,615
4
$255K 0.22%
5,019
5
$220K 0.19%
3,341
6
$47K 0.04%
1,043
-20,361