MFM
MD Financial Management Portfolio holdings
AUM
$4.15B
This Quarter Return
+2.27%
1 Year Return
+11.74%
3 Year Return
+46.49%
5 Year Return
–
10 Year Return
–
AUM
$2.07B
AUM Growth
+$2.07B
(-5.5%)
Cap. Flow
-$398M
Cap. Flow
% of AUM
-19.25%
Top 10 Holdings %
Top 10 Hldgs %
48.71%
Holding
47
New
13
Increased
11
Reduced
22
Closed
1
Top Buys
| 1 |
Vanguard Total International Bond ETF
BNDX
|
$99.9M |
| 2 |
iShares Global Infrastructure ETF
IGF
|
$43.5M |
| 3 |
iShares Floating Rate Bond ETF
FLOT
|
$37.7M |
| 4 |
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
|
$25.6M |
| 5 |
SPDR Gold Trust
GLD
|
$25.1M |
Top Sells
| 1 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$280M |
| 2 |
iShares Preferred and Income Securities ETF
PFF
|
$93.7M |
| 3 |
Invesco Senior Loan ETF
BKLN
|
$67.4M |
| 4 |
NYLI Hedge Multi-Strategy Tracker ETF
QAI
|
$61.9M |
| 5 |
VanEck Agribusiness ETF
MOO
|
$57.9M |
