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
$111M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$8.04M

Top Sells

1 +$2.96M
2 +$547K
3 +$496

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$82.2M 73.83%
357,620
+34,983
2
$27.5M 24.75%
420,845
-8,351
3
$1.47M 1.32%
18,669
-37,671
4
$119K 0.11%
2,161
-9