ML

McAdam LLC Portfolio holdings

AUM $1.83B
This Quarter Return
-1.75%
1 Year Return
+13.14%
3 Year Return
+45.29%
5 Year Return
+67.84%
10 Year Return
AUM
$1.62B
AUM Growth
-$217M
Cap. Flow
-$175M
Cap. Flow %
-10.83%
Top 10 Hldgs %
59.91%
Holding
386
New
33
Increased
100
Reduced
198
Closed
44
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
-25,001
Closed
-$13.1K
-1,683
Closed
-$222K
-2,643
Closed
-$1.88M
-10,243
Closed
-$131K
-5,313
Closed
-$204K
-10,054
Closed
-$14.8K
-14,632
Closed
-$25.3K
-11,113
Closed
-$203K
-1,691
Closed
-$213K
-11,768
Closed
-$489K
-6,862
Closed
-$343K
-2,664
Closed
-$235K
-1,426
Closed
-$272K
-1,915
Closed
-$246K
-353
Closed
-$222K
-13,768
Closed
-$368K
-1,671
Closed
-$1.16M
-1,933
Closed
-$217K
-4,155
Closed
-$221K
-6,036
Closed
-$314K
-1,804
Closed
-$260K
-5,291
Closed
-$257K
-713
Closed
-$201K
-1,571
Closed
-$713K
-11,506
Closed
-$625K