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
-$311K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$736K

Top Sells

1 +$2.77M
2 +$255K
3 +$74.5K
4
VT icon
Vanguard Total World Stock ETF
VT
+$59.7K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$47K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$78.1M 68.74%
313,128
+2,949
2
$31.5M 27.7%
429,196
-814
3
$3.91M 3.44%
49,943
-35,480
4
$138K 0.12%
2,170
-1,171
5
-1,043
6
-5,019