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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
+3.67%
1 Year Est. Return
+16.98%
3 Year Est. Return
+46.26%
5 Year Est. Return
+42.13%
10 Year Est. Return
–
AUM
$272M
AUM Growth
+$26.7M
(+11%)
Cap. Flow
+$18.7M
Cap. Flow
% of AUM
6.88%
Top 10 Holdings %
Top 10 Hldgs %
64.63%
Holding
780
New
77
Increased
155
Reduced
96
Closed
42
Top Buys
| 1 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
+$1.87M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
+$1.61M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
+$1.44M |
| 4 |
Schwab International Equity ETF
SCHF
|
+$1.28M |
| 5 |
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
|
+$1.11M |
Top Sells
| 1 |
IBM
IBM
|
+$374K |
| 2 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
+$239K |
| 3 |
Lockheed Martin
LMT
|
+$171K |
| 4 |
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
|
+$93.5K |
| 5 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$71.1K |
Sector Composition
| 1 | Healthcare | 1.52% |
| 2 | Technology | 1.13% |
| 3 | Consumer Discretionary | 0.85% |
| 4 | Communication Services | 0.59% |
| 5 | Financials | 0.57% |
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