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
$135M
AUM Growth
-$3.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$1.05M
2 +$388K

Top Sells

1 +$4.32M
2 +$1.08M
3 +$652K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$135K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$101M 74.89%
369,725
-15,842
2
$30.9M 22.98%
413,370
-8,713
3
$1.61M 1.2%
39,243
+25,512
4
$1.26M 0.94%
23,494
+7,235
5
-13,391
6
-2,203