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
$41.3M
AUM Growth
-$5.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$6.4M
2 +$135K
3 +$113K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$11.2K

Sector Composition

1 Financials 2.87%
2 Technology 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-160,000