MCM
Mattern Capital Management Portfolio holdings
AUM
$832M
This Quarter Return
+10.63%
1 Year Return
+13.22%
3 Year Return
+41.56%
5 Year Return
+77.04%
10 Year Return
–
AUM
$795M
AUM Growth
+$795M
(+9.8%)
Cap. Flow
+$16.8M
Cap. Flow
% of AUM
2.12%
Top 10 Holdings %
Top 10 Hldgs %
17.88%
Holding
163
New
6
Increased
77
Reduced
49
Closed
7
Top Buys
| 1 |
Avantis Core Fixed Income ETF
AVIG
|
$3.92M |
| 2 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$1.41M |
| 3 |
Nike
NKE
|
$544K |
| 4 |
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
|
$534K |
| 5 |
Dimensional US High Profitability ETF
DUHP
|
$306K |
Top Sells
Sector Composition
| 1 | Technology | 15.81% |
| 2 | Industrials | 14.4% |
| 3 | Financials | 13.38% |
| 4 | Consumer Staples | 12.23% |
| 5 | Healthcare | 10.86% |
