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
76
$3.58M 0.1%
+34,720
77
$3.58M 0.1%
+32,490
78
$3.53M 0.1%
90,375
+90,270
79
$3.52M 0.1%
32,197
+32,127
80
$3.48M 0.1%
7,311
+7,296
81
$3.44M 0.1%
+37,426
82
$3.26M 0.1%
+41,761
83
$3.16M 0.09%
129,684
84
$3.13M 0.09%
23,136
+22,934
85
$3.11M 0.09%
19,289
+19,175
86
$3.09M 0.09%
13,014
+12,941
87
$3.01M 0.09%
+28,606
88
$2.95M 0.09%
+53,400
89
$2.92M 0.09%
+9,552
90
$2.9M 0.08%
+13,713
91
$2.88M 0.08%
7,707
+7,307
92
$2.79M 0.08%
+15,391
93
$2.77M 0.08%
10,829
+10,800
94
$2.75M 0.08%
+46,000
95
$2.75M 0.08%
11,299
+11,204
96
$2.73M 0.08%
37,170
+36,122
97
$2.73M 0.08%
+33,525
98
$2.72M 0.08%
+57,951
99
$2.71M 0.08%
9,821
+9,651
100
$2.66M 0.08%
22,489
+22,384
2 3
4
5 6