MFM
MD Financial Management Portfolio holdings
AUM
$4.15B
This Quarter Return
+0.04%
1 Year Return
+11.74%
3 Year Return
+46.49%
5 Year Return
–
10 Year Return
–
AUM
$2.16B
AUM Growth
+$2.16B
(+3.5%)
Cap. Flow
+$74.2M
Cap. Flow
% of AUM
3.43%
Top 10 Holdings %
Top 10 Hldgs %
52.29%
Holding
34
New
–
Increased
26
Reduced
7
Closed
1
Top Buys
| 1 |
Invesco Senior Loan ETF
BKLN
|
$23.6M |
| 2 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$19.5M |
| 3 |
iShares Micro-Cap ETF
IWC
|
$14.2M |
| 4 |
Vanguard Small-Cap ETF
VB
|
$12.9M |
| 5 |
iShares Preferred and Income Securities ETF
PFF
|
$10.8M |
Top Sells
| 1 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$28.8M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$21.5M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$20.9M |
| 4 |
iShares Silver Trust
SLV
|
$19.7M |
| 5 |
Invesco S&P Global Water Index ETF
CGW
|
$12.8M |
