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
$93.3M
AUM Growth
-$467K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$200K
2 +$150K

Top Sells

1 +$6.03M
2 +$1.97M
3 +$398K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$73.5M 78.81%
239,050
-19,611
2
$16.2M 17.31%
200,358
-24,397
3
$1.77M 1.9%
32,514
+2,752
4
$1.11M 1.19%
12,552
-4,511
5
$741K 0.79%
8,927
+2,406