ML
McAdam LLC Portfolio holdings
AUM
$1.83B
1-Year Return
13.14%
This Quarter Return
+1.48%
1 Year Return
+13.14%
3 Year Return
+45.29%
5 Year Return
+67.84%
10 Year Return
–
AUM
$1.66B
AUM Growth
+$103M
(+6.6%)
Cap. Flow
+$84.3M
Cap. Flow
% of AUM
5.07%
Top 10 Holdings %
Top 10 Hldgs %
60.16%
Holding
335
New
33
Increased
168
Reduced
96
Closed
17
Top Buys
| 1 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
$11.1M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$10.9M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$7.74M |
| 4 |
Schwab International Equity ETF
SCHF
|
$7.16M |
| 5 |
Vanguard Mid-Cap Value ETF
VOE
|
$4.4M |
Top Sells
Sector Composition
| 1 | Technology | 2.56% |
| 2 | Healthcare | 1.15% |
| 3 | Financials | 0.64% |
| 4 | Consumer Discretionary | 0.62% |
| 5 | Communication Services | 0.57% |
