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
-$829K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$203K
2 +$90.4K
3 +$10.3K

Top Sells

1 +$6.99M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$80.8M 78.04%
221,859
-19,181
2
$19.5M 18.85%
200,703
+106
3
$1.48M 1.43%
27,056
4
$1.01M 0.98%
12,011
+2,409
5
$724K 0.7%
8,820
+1,101