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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
-0.58%
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
+$50.2M
(+2.8%)
Cap. Flow
+$70.4M
Cap. Flow
% of AUM
3.84%
Top 10 Holdings %
Top 10 Hldgs %
59.08%
Holding
375
New
42
Increased
196
Reduced
100
Closed
21
Top Buys
| 1 |
Schwab International Equity ETF
SCHF
|
+$8.86M |
| 2 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
+$8.72M |
| 3 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$8.52M |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
+$8.13M |
| 5 |
First Trust Morningstar Dividend Leaders Index Fund
FDL
|
+$8.06M |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$7.96M |
| 2 |
Schwab Emerging Markets Equity ETF
SCHE
|
+$2.45M |
| 3 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$1.84M |
| 4 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$1.56M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.53M |
Sector Composition
| 1 | Technology | 2.98% |
| 2 | Healthcare | 1.06% |
| 3 | Consumer Discretionary | 0.83% |
| 4 | Financials | 0.81% |
| 5 | Communication Services | 0.69% |
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