MFM
MD Financial Management Portfolio holdings
AUM
$4.15B
This Quarter Return
+5.82%
1 Year Return
+11.74%
3 Year Return
+46.49%
5 Year Return
–
10 Year Return
–
AUM
$2.48B
AUM Growth
+$2.48B
(+34%)
Cap. Flow
+$550M
Cap. Flow
% of AUM
22.21%
Top 10 Holdings %
Top 10 Hldgs %
55.7%
Holding
46
New
4
Increased
14
Reduced
18
Closed
4
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$362M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$159M |
| 3 |
Vanguard Small-Cap ETF
VB
|
$51M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$25.3M |
| 5 |
Alibaba
BABA
|
$22.7M |
Top Sells
| 1 |
iShares MSCI Global Min Vol Factor ETF
ACWV
|
$60.5M |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
$33.8M |
| 3 |
iShares Silver Trust
SLV
|
$7.42M |
| 4 |
SPDR Dow Jones International Real Estate ETF
RWX
|
$6.11M |
| 5 |
Invesco DB Agriculture Fund
DBA
|
$5.64M |
Sector Composition
| 1 | Consumer Discretionary | 0.92% |
