MAM
McCarthy Asset Management Portfolio holdings
AUM
$156M
1-Year Est. Return
8.26%
1 Year Est. Return
+8.26%
AUM
$147M
AUM Growth
+$9.17M
(+6.6%)
Holding
27
Top Buys
| 1 | +$3.06M | |
| 2 | +$2.6M | |
| 3 | +$244K | |
| 4 |
Applied Materials
AMAT
|
+$212K |
| 5 |
Costco
COST
|
+$202K |
Top Sells
| 1 | +$1.05M | |
| 2 | +$562K | |
| 3 | +$457K | |
| 4 |
T. Rowe Price Capital Appreciation Equity ETF
TCAF
|
+$262K |
| 5 |
Schwab US Broad Market ETF
SCHB
|
+$250K |
Sector Composition
| 1 | Healthcare | 1.14% |
| 2 | Technology | 1.02% |
| 3 | Consumer Discretionary | 0.51% |
| 4 | Communication Services | 0.33% |
| 5 | Financials | 0.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Energy Transfer Partners
ET
$57.9B
| $191K | 0.13% |
10,561
+26
|
|
||
|
LAR
27
Lithium Argentina AG
LAR
$709M
| $44K | 0.03% |
21,150
+1,300
|
|