MMRF
Michelson Medical Research Foundation Portfolio holdings
AUM
$104M
1-Year Return
8.76%
This Quarter Return
+6.68%
1 Year Return
+8.76%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$154M
AUM Growth
–
Cap. Flow
+$154M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
76.4%
Holding
31
New
31
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$18.8M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$18.7M |
| 3 |
iShares Core High Dividend ETF
HDV
|
$13.7M |
| 4 |
iShares S&P 500 Value ETF
IVE
|
$13.5M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$12.9M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Real Estate | 12.21% |
| 2 | Energy | 8.61% |
| 3 | Financials | 2.32% |
| 4 | Industrials | 0.34% |