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
126
$1.84M 0.05%
+81,182
127
$1.8M 0.05%
+36,172
128
$1.76M 0.05%
+56,566
129
$1.75M 0.05%
+41,885
130
$1.74M 0.05%
9,230
+8,430
131
$1.73M 0.05%
+3,314
132
$1.71M 0.05%
+36,698
133
$1.7M 0.05%
+24,065
134
$1.7M 0.05%
+52,057
135
$1.66M 0.05%
+5,418
136
$1.65M 0.05%
+13,649
137
$1.65M 0.05%
+11,900
138
$1.64M 0.05%
5,868
+5,820
139
$1.63M 0.05%
+700
140
$1.6M 0.05%
+33,290
141
$1.57M 0.05%
+5,669
142
$1.53M 0.04%
+17,177
143
$1.51M 0.04%
+12,024
144
$1.49M 0.04%
+6,918
145
$1.47M 0.04%
+9,800
146
$1.42M 0.04%
+7,489
147
$1.38M 0.04%
+8,993
148
$1.36M 0.04%
+9,617
149
$1.29M 0.04%
+13,292
150
$1.27M 0.04%
+19,500
4 5
6
7 8