MI
Mercer Investments Portfolio holdings
AUM
$62.6M
This Quarter Return
+18.61%
1 Year Return
+17.6%
3 Year Return
+33.1%
5 Year Return
+84.56%
10 Year Return
–
AUM
$6.08M
AUM Growth
+$6.08M
(+19%)
Cap. Flow
+$4.8K
Cap. Flow
% of AUM
0.08%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
2
New
–
Increased
1
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
$4.8K |
Top Sells
No sells this quarter
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Vanguard S&P 500 ETF
VOO
$726B
| $5.05M | 83.12% | 17,821 | – | – |
|
|
2
Vanguard Dividend Appreciation ETF
VIG
$95.4B
| $1.03M | 16.88% | 8,759 +41 | +0.5% | +$4.8K |
|