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
$2.05B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$172M
2
+$141M
3
+$122M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$106M
5
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$104M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$34.5M 1.69%
+2,155,277
27
$26.2M 1.28%
+866,691
28
$19.8M 0.97%
+278,024
29
$19.3M 0.94%
+992,859
30
$18M 0.88%
+360,282
31
$12.5M 0.61%
+351,694
32
$9.46M 0.46%
+174,062
33
$7.38M 0.36%
+283,182
34
$7.04M 0.34%
+274,818
1
2