MAM

Marotta Asset Management Portfolio holdings

AUM $531M
1-Year Est. Return 8.14%
This Quarter Est. Return
1 Year Est. Return
+8.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$417M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$23M
2 +$11.9M
3 +$3.63M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.89M
5
FLTW icon
Franklin FTSE Taiwan ETF
FLTW
+$1.61M

Sector Composition

1 Healthcare 1.86%
2 Financials 1.59%
3 Technology 1.05%
4 Industrials 0.52%
5 Communication Services 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$15.2K ﹤0.01%
560
102
-3,090