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
51
$10.9M 0.32%
+308,150
52
$10.2M 0.3%
293,165
+20,363
53
$9.5M 0.28%
+262,009
54
$8.95M 0.26%
190,286
-39,822
55
$8.9M 0.26%
+415,290
56
$8.62M 0.25%
23,175
+23,160
57
$8.39M 0.24%
556,494
+2,852
58
$7.4M 0.22%
+137,759
59
$6.92M 0.2%
+78,982
60
$6.8M 0.2%
+143,303
61
$6.7M 0.2%
+74,046
62
$6.2M 0.18%
+218,557
63
$6.18M 0.18%
+59,760
64
$5.93M 0.17%
16,653
+16,592
65
$5.84M 0.17%
35,564
+35,150
66
$5.6M 0.16%
+86,138
67
$4.98M 0.15%
+117,048
68
$4.85M 0.14%
31,850
+30,628
69
$4.82M 0.14%
+157,990
70
$4.56M 0.13%
84,214
+83,983
71
$4.3M 0.13%
30,368
+29,607
72
$3.84M 0.11%
24,307
+24,210
73
$3.83M 0.11%
+64,380
74
$3.78M 0.11%
+283,200
75
$3.75M 0.11%
+28,224
1 2
3
4 5