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
$1.01B
AUM Growth
+$91.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.79M
3
+$2.41M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$2.39M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$2.37M

Top Sells

1
+$143M
2
+$124M
3
+$46.5M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$22.7M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$15.7M

Sector Composition

1 Technology 1.76%
2 Healthcare 1.02%
3 Consumer Discretionary 0.72%
4 Financials 0.69%
5 Communication Services 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
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