MF

Manuka Financial Portfolio holdings

AUM $183M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
+$6.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$3.56M
2 +$3.32M
3 +$2.67M
4
BND icon
Vanguard Total Bond Market
BND
+$964K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$470K

Top Sells

1 +$1.3M
2 +$335K
3 +$335K
4
AAPL icon
Apple
AAPL
+$232K
5
VV icon
Vanguard Large-Cap ETF
VV
+$217K

Sector Composition

1 Technology 12.17%
2 Energy 2.84%
3 Financials 1.44%
4 Consumer Discretionary 0.75%
5 Industrials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MUB icon
51
iShares National Muni Bond ETF
MUB
$40.4B
-3,146