We are live on ! Find out more
MF

Manuka Financial Portfolio holdings

AUM $162M
1-Year Est. Return 23.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
-$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.28M
3
+$1.23M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$888K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$482K

Top Sells

1
+$9.58M
2
+$8.95M
3
+$6.74M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$5.65M
5
VTV icon
Vanguard Value ETF
VTV
+$5.59M

Sector Composition

1 Technology 11.36%
2 Energy 2.58%
3 Financials 1.69%
4 Consumer Discretionary 0.71%
5 Industrials 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$220K 0.14%
1,548
-367
52
$217K 0.14%
1,068
53
$209K 0.13%
+4,597
54
$208K 0.13%
882
55
$206K 0.13%
+847
56
$205K 0.13%
+4,785
57
$204K 0.13%
+648
58
$203K 0.13%
+1,215
1 2
3