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
$62.2M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$8.98M
2
+$7.74M
3
+$5.5M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.02M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$3.94M

Top Sells

No sells this quarter

Sector Composition

1 Materials 14.43%
2 Financials 1.71%
3 Technology 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$562K 0.9%
+19,620
27
$556K 0.89%
+34,670
28
$456K 0.73%
+10,000
29
$447K 0.72%
+10,200
30
$392K 0.63%
+3,500
31
$343K 0.55%
+6,700
32
$258K 0.41%
+18,200
33
$249K 0.4%
+4,000
1
2