ML
McAdam LLC Portfolio holdings
AUM
$1.83B
1-Year Return
13.14%
This Quarter Return
+4.99%
1 Year Return
+13.14%
3 Year Return
+45.29%
5 Year Return
+67.84%
10 Year Return
–
AUM
$1.21B
AUM Growth
+$101M
(+9.1%)
Cap. Flow
+$49.2M
Cap. Flow
% of AUM
4.06%
Top 10 Holdings %
Top 10 Hldgs %
56.49%
Holding
273
New
17
Increased
131
Reduced
95
Closed
11
Top Buys
| 1 |
Schwab International Equity ETF
SCHF
|
$6.4M |
| 2 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
$6.35M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$5.31M |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
$4.89M |
| 5 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
$3.94M |
Top Sells
Sector Composition
| 1 | Technology | 2.14% |
| 2 | Healthcare | 1.1% |
| 3 | Consumer Discretionary | 0.63% |
| 4 | Real Estate | 0.58% |
| 5 | Financials | 0.55% |
