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
$133M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$6.3M
2 +$749K
3 +$398K
4
VT icon
Vanguard Total World Stock ETF
VT
+$31.2K

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$99.1M 74.69%
381,908
+24,288
2
$30.8M 23.23%
421,272
+427
3
$1.49M 1.12%
18,669
4
$749K 0.56%
+18,323
5
$398K 0.3%
+7,623
6
$131K 0.1%
2,161