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
176
$444K 0.01%
+8,807
177
$439K 0.01%
+15,284
178
$423K 0.01%
+9,784
179
$400K 0.01%
+3,723
180
$389K 0.01%
+25,835
181
$365K 0.01%
+19,170
182
$245K 0.01%
+5,319
183
$245K 0.01%
+11,756
184
$222K 0.01%
+6,291
185
$161K ﹤0.01%
+2,654
186
$136K ﹤0.01%
2,625
-399
187
$130K ﹤0.01%
+17,376
188
$96K ﹤0.01%
+4,835
189
$90K ﹤0.01%
1,425
190
$63K ﹤0.01%
383
191
$63K ﹤0.01%
1,200
-99
192
$55K ﹤0.01%
+948
193
$55K ﹤0.01%
245
194
$54K ﹤0.01%
+2,075
195
$53K ﹤0.01%
+900
196
$51K ﹤0.01%
233
197
$50K ﹤0.01%
600
198
$46K ﹤0.01%
200
-110
199
$46K ﹤0.01%
587
200
$44K ﹤0.01%
+1,850
6 7
8
9 10