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
$272M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
780
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 1.52%
2 Technology 1.13%
3 Consumer Discretionary 0.85%
4 Communication Services 0.59%
5 Financials 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$6K ﹤0.01%
+300
402
$6K ﹤0.01%
261
-1
403
$5K ﹤0.01%
73
404
$5K ﹤0.01%
23
405
$5K ﹤0.01%
350
406
$5K ﹤0.01%
350
407
$5K ﹤0.01%
76
408
$5K ﹤0.01%
82
409
$5K ﹤0.01%
82
410
$5K ﹤0.01%
136
+4
411
$5K ﹤0.01%
82
412
$5K ﹤0.01%
25
413
$5K ﹤0.01%
70
414
$5K ﹤0.01%
+110
415
$5K ﹤0.01%
298
+287
416
$5K ﹤0.01%
+400
417
$5K ﹤0.01%
86
418
$5K ﹤0.01%
165
419
$5K ﹤0.01%
515
420
$5K ﹤0.01%
100
421
$5K ﹤0.01%
38
422
$5K ﹤0.01%
29
423
$5K ﹤0.01%
4
424
$5K ﹤0.01%
29
425
$5K ﹤0.01%
225