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
$93.8M
AUM Growth
+$7.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$6.24M
2 +$3.02M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$73.3M 78.17%
258,661
-22,021
2
$16.8M 17.93%
224,755
-40,391
3
$1.61M 1.72%
29,762
4
$1.51M 1.61%
17,063
5
$542K 0.58%
6,521