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
101
$2.65M 0.08%
+13,933
102
$2.58M 0.08%
+29,302
103
$2.58M 0.08%
18,490
+18,411
104
$2.57M 0.08%
+18,196
105
$2.51M 0.07%
+32,538
106
$2.51M 0.07%
+10,369
107
$2.47M 0.07%
32,814
+32,753
108
$2.47M 0.07%
+10,723
109
$2.45M 0.07%
71,999
-10,616
110
$2.37M 0.07%
+31,737
111
$2.33M 0.07%
+11,500
112
$2.33M 0.07%
+35,217
113
$2.22M 0.06%
+42,562
114
$2.16M 0.06%
+16,800
115
$2.13M 0.06%
+26,863
116
$2.05M 0.06%
35,222
+34,911
117
$2M 0.06%
+28,467
118
$1.97M 0.06%
+9,858
119
$1.97M 0.06%
54,287
+52,287
120
$1.96M 0.06%
+5,128
121
$1.96M 0.06%
+17,100
122
$1.92M 0.06%
31,375
+30,375
123
$1.91M 0.06%
34,117
+33,000
124
$1.89M 0.06%
+41,388
125
$1.87M 0.05%
+58,961
3 4
5
6 7