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
$138M
AUM Growth
+$5.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$985K
2 +$458K
3 +$61K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.57K

Top Sells

1 +$425K
2 +$192K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$104M 75.12%
385,567
+3,659
2
$31.7M 22.96%
422,083
+811
3
$1.08M 0.78%
13,391
-5,278
4
$863K 0.62%
16,259
+8,636
5
$573K 0.41%
13,731
-4,592
6
$135K 0.1%
2,203
+42