MFM

MD Financial Management Portfolio holdings

AUM $4.15B
1-Year Est. Return 11.74%
This Quarter Est. Return
1 Year Est. Return
+11.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.43B
AUM Growth
+$262M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$119M
2
+$39.5M
3
+$38.4M
4
AMZN icon
Amazon
AMZN
+$34.6M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$28.9M

Top Sells

1
+$155M
2
+$37.1M
3
+$27.1M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$12.5M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$9.49M

Sector Composition

1 Technology 5.91%
2 Consumer Discretionary 2.68%
3 Financials 2.64%
4 Industrials 1.64%
5 Healthcare 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5K ﹤0.01%
102
227
$4K ﹤0.01%
+30
228
$3K ﹤0.01%
+139
229
$3K ﹤0.01%
+248
230
$2K ﹤0.01%
+20
231
$1K ﹤0.01%
+151
232
– –
-202
233
– –
-45
234
– –
-35
235
– –
-130
236
– –
-233
237
– –
-409
238
– –
-75
239
– –
-123,183
240
– –
-15
241
– –
-115
242
– –
-75
243
– –
-79
244
– –
-80
245
– –
-25
246
– –
-60
247
– –
-264
248
– –
-44
249
– –
-62
250
– –
-11
7 8 9
10
11