MFM
MD Financial Management Portfolio holdings
AUM
$4.15B
1-Year Est. Return
11.74%
This Fund
S&P 500
1 Year Est. Return
+11.74%
AUM
$3.49B
AUM Growth
+$59.5M
(+1.7%)
Holding
388
Top Buys
| 1 | +$77.4M | |
| 2 | +$75.4M | |
| 3 | +$67.6M | |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$64.6M |
| 5 |
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
|
+$63.6M |
Top Sells
| 1 | +$570M | |
| 2 | +$99M | |
| 3 | +$19.5M | |
| 4 |
Vanguard Long-Term Corporate Bond ETF
VCLT
|
+$18.6M |
| 5 |
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
|
+$17.9M |
Sector Composition
| 1 | Technology | 3.91% |
| 2 | Financials | 2.14% |
| 3 | Industrials | 2.01% |
| 4 | Consumer Discretionary | 1.92% |
| 5 | Consumer Staples | 1.61% |