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
$104M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$684K
2 +$22.1K

Top Sells

1 +$301K
2 +$260K
3 +$100K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$82.8M 79.36%
241,040
+1,990
2
$18.6M 17.79%
200,597
+239
3
$1.49M 1.43%
27,056
-5,458
4
$847K 0.81%
9,602
-2,950
5
$640K 0.61%
7,719
-1,208