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
$86.7M
AUM Growth
-$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$1.46M
2 +$662K
3 +$536K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$373K

Top Sells

1 +$9.36M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$66.5M 76.68%
280,682
+2,796
2
$16.7M 19.21%
265,146
-148,999
3
$1.57M 1.82%
29,762
+7,054
4
$1.46M 1.68%
+17,063
5
$536K 0.62%
+6,521