ML
McAdam LLC Portfolio holdings
AUM
$1.83B
This Quarter Return
-13.49%
1 Year Return
+13.14%
3 Year Return
+45.29%
5 Year Return
+67.84%
10 Year Return
–
AUM
$946M
AUM Growth
+$946M
(-11%)
Cap. Flow
+$38.7M
Cap. Flow
% of AUM
4.09%
Top 10 Holdings %
Top 10 Hldgs %
55.19%
Holding
240
New
27
Increased
96
Reduced
79
Closed
20
Top Buys
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$8.47M |
| 2 |
Innovator US Equity Power Buffer ETF June
PJUN
|
$6.88M |
| 3 |
iShares Short Treasury Bond ETF
SHV
|
$6.4M |
| 4 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$4.54M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$3.94M |
Top Sells
Sector Composition
| 1 | Technology | 1.65% |
| 2 | Healthcare | 1.09% |
| 3 | Real Estate | 0.95% |
| 4 | Financials | 0.58% |
| 5 | Consumer Discretionary | 0.52% |
