MFO
Marcuard Family Office Portfolio holdings
AUM
$46.5M
This Quarter Return
+4.21%
1 Year Return
+10.24%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$44.3M
AUM Growth
+$44.3M
(+7.2%)
Cap. Flow
+$1.98M
Cap. Flow
% of AUM
4.46%
Top 10 Holdings %
Top 10 Hldgs %
83.72%
Holding
25
New
2
Increased
6
Reduced
5
Closed
2
Top Buys
| 1 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$2.08M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.3M |
| 3 |
Invesco S&P Global Water Index ETF
CGW
|
$1.3M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$985K |
| 5 |
iShares MSCI Brazil ETF
EWZ
|
$382K |
Top Sells
| 1 |
iShares MSCI Japan ETF
EWJ
|
$1.04M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$977K |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$845K |
| 4 |
iShares MSCI All Country Asia ex Japan ETF
AAXJ
|
$768K |
| 5 |
Vanguard FTSE Pacific ETF
VPL
|
$657K |
Sector Composition
| 1 | Financials | 2.72% |
| 2 | Technology | 0.71% |
