MFM

MD Financial Management Portfolio holdings

AUM $4.15B
1-Year Est. Return 11.74%
This Fund
S&P 500
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
+$125M
2
+$41.5M
3
+$37.8M
4
AMZN icon
Amazon
AMZN
+$35.4M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$30.2M

Top Sells

1
+$154M
2
+$46.6M
3
+$38.8M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$12.9M
5
IWC icon
iShares Micro-Cap ETF
IWC
+$10.2M

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%
48
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
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