MAM
McCarthy Asset Management Portfolio holdings
AUM
$156M
1-Year Est. Return
8.26%
1 Year Est. Return
+8.26%
AUM
$156M
AUM Growth
+$8.53M
(+5.8%)
Holding
27
Top Buys
| 1 | +$437K | |
| 2 | +$328K | |
| 3 | +$219K | |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$193K |
| 5 |
Vanguard Total Bond Market
BND
|
+$168K |
Top Sells
| 1 | +$202K | |
| 2 | +$90.9K | |
| 3 | +$26.8K | |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$20.6K |
| 5 |
Microsoft
MSFT
|
+$10.4K |
Sector Composition
| 1 | Healthcare | 1.31% |
| 2 | Technology | 1.1% |
| 3 | Consumer Discretionary | 0.59% |
| 4 | Communication Services | 0.46% |
| 5 | Financials | 0.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
LAR
26
Lithium Argentina AG
LAR
$859M
| $65.1K | 0.04% |
19,490
-1,660
|
|
||
27
Costco
COST
$398B
| – | – |
-204
|
|