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ML
McAdam LLC Portfolio holdings
AUM
$2.22B
1-Year Est. Return
16.98%
This Fund
S&P 500
This Quarter
Est. Return
+9.03%
1 Year Est. Return
+16.98%
3 Year Est. Return
+46.26%
5 Year Est. Return
+42.13%
10 Year Est. Return
–
AUM
$1.83B
AUM Growth
+$210M
(+13%)
Cap. Flow
+$69M
Cap. Flow
% of AUM
3.78%
Top 10 Holdings %
Top 10 Hldgs %
58.7%
Holding
391
New
46
Increased
199
Reduced
122
Closed
15
Top Buys
| 1 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$31.3M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
+$4.89M |
| 3 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
+$4.25M |
| 4 |
Vanguard Large-Cap ETF
VV
|
+$3.29M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
+$3.26M |
Top Sells
| 1 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$21.7M |
| 2 |
Xtrackers Municipal Infrastructure Revenue Bond ETF
RVNU
|
+$2.72M |
| 3 |
Schwab Emerging Markets Equity ETF
SCHE
|
+$2.19M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$2.01M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$1.75M |
Sector Composition
| 1 | Technology | 3.23% |
| 2 | Financials | 1.03% |
| 3 | Communication Services | 0.89% |
| 4 | Consumer Discretionary | 0.84% |
| 5 | Healthcare | 0.77% |
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