MFO
Marcuard Family Office Portfolio holdings
AUM
$46.5M
This Quarter Return
-1.38%
1 Year Return
+10.24%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$62.2M
AUM Growth
–
Cap. Flow
+$62.2M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
67.67%
Holding
33
New
33
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Cabot Corp
CBT
|
$8.98M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$7.74M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$5.5M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$4.02M |
| 5 |
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% |
