ML
McAdam LLC Portfolio holdings
AUM
$1.83B
1-Year Return
13.14%
This Quarter Return
+6.15%
1 Year Return
+13.14%
3 Year Return
+45.29%
5 Year Return
+67.84%
10 Year Return
–
AUM
$1.11B
AUM Growth
+$96.9M
(+9.6%)
Cap. Flow
+$337M
Cap. Flow
% of AUM
30.35%
Top 10 Holdings %
Top 10 Hldgs %
55.17%
Holding
276
New
83
Increased
120
Reduced
48
Closed
20
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$66.7M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$55.4M |
| 3 |
Schwab International Equity ETF
SCHF
|
$15.9M |
| 4 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
$11.6M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$10.7M |
Top Sells
Sector Composition
| 1 | Technology | 1.77% |
| 2 | Healthcare | 1.18% |
| 3 | Real Estate | 0.74% |
| 4 | Consumer Discretionary | 0.56% |
| 5 | Financials | 0.53% |
