ML

McAdam LLC Portfolio holdings

AUM $2.03B
1-Year Est. Return 13.62%
This Quarter Est. Return
1 Year Est. Return
+13.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$922M
AUM Growth
-$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.65%
2 Healthcare 1.17%
3 Real Estate 0.85%
4 Consumer Discretionary 0.57%
5 Financials 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-1,184
227
-23,395