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
201
$39K ﹤0.01%
+549
202
$37K ﹤0.01%
173
-200
203
$31K ﹤0.01%
+4,743
204
$28K ﹤0.01%
472
205
$24K ﹤0.01%
+5,772
206
$23K ﹤0.01%
+740
207
$20K ﹤0.01%
105
208
$19K ﹤0.01%
+225
209
$16K ﹤0.01%
+368
210
$15K ﹤0.01%
+300
211
$15K ﹤0.01%
+2,686
212
$14K ﹤0.01%
284
213
$14K ﹤0.01%
266
214
$13K ﹤0.01%
252
215
$13K ﹤0.01%
71
216
$13K ﹤0.01%
252
217
$11K ﹤0.01%
+130
218
$11K ﹤0.01%
36
219
$10K ﹤0.01%
+279
220
$10K ﹤0.01%
45
221
$9K ﹤0.01%
+114
222
$9K ﹤0.01%
158
223
$6K ﹤0.01%
+47
224
$6K ﹤0.01%
50
-39
225
$5K ﹤0.01%
48
7 8
9
10 11