ML
McAdam LLC Portfolio holdings
AUM
$1.83B
This Quarter Return
+0.57%
1 Year Return
+13.14%
3 Year Return
+45.29%
5 Year Return
+67.84%
10 Year Return
–
AUM
$101M
AUM Growth
–
Cap. Flow
+$101M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
68.55%
Holding
49
New
49
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
$13.9M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$13.6M |
| 3 |
Schwab US Aggregate Bond ETF
SCHZ
|
$11.4M |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
$7M |
| 5 |
Schwab International Equity ETF
SCHF
|
$4.82M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 1.19% |
| 2 | Consumer Staples | 0.87% |
| 3 | Communication Services | 0.8% |
| 4 | Healthcare | 0.62% |
| 5 | Technology | 0.37% |
