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
151
$1.27M 0.04%
+27,791
152
$1.25M 0.04%
+34,000
153
$1.25M 0.04%
+24,367
154
$1.24M 0.04%
6,828
+6,749
155
$1.22M 0.04%
+12,739
156
$1.18M 0.03%
+12,024
157
$1.15M 0.03%
15,545
+15,400
158
$1.13M 0.03%
6,642
+6,018
159
$1.09M 0.03%
8,477
+7,441
160
$1.07M 0.03%
+17,250
161
$1.07M 0.03%
+19,563
162
$1.06M 0.03%
+28,100
163
$1.05M 0.03%
+14,612
164
$1.02M 0.03%
7,675
+7,653
165
$1M 0.03%
+13,275
166
$905K 0.03%
+8,400
167
$901K 0.03%
+34,228
168
$781K 0.02%
+6,059
169
$737K 0.02%
+15,102
170
$600K 0.02%
+13,327
171
$593K 0.02%
+6,200
172
$593K 0.02%
+3,357
173
$522K 0.02%
+19,200
174
$518K 0.02%
+13,500
175
$479K 0.01%
+24,122
5 6
7
8 9