MFO

Marcuard Family Office Portfolio holdings

AUM $46.5M
1-Year Est. Return 10.24%
This Quarter Est. Return
1 Year Est. Return
+10.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$46.5M
AUM Growth
+$2.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$2.97M
3
+$718K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$315K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$279K

Top Sells

1
+$2.53M
2
+$1.81M
3
+$655K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$424K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$135K

Sector Composition

1 Financials 2.82%
2 Technology 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GDX icon
26
VanEck Gold Miners ETF
GDX
$20.5B
– –
-24,760
SHY icon
27
iShares 1-3 Year Treasury Bond ETF
SHY
$24.1B
– –
-5,020
1
2