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MMRF

Michelson Medical Research Foundation Portfolio holdings

AUM $98.5M
1-Year Est. Return 23.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
21
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M

Top Sells

1
+$11M

Sector Composition

1 Consumer Discretionary 11.18%
2 Financials 6.2%
3 Real Estate 4.01%
4 Communication Services 2.63%
5 Energy 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.9M 15.57%
234,305
2
$12.9M 11.18%
86,000
3
$11.7M 10.18%
+116,226
4
$10.7M 9.32%
51,905
5
$9.48M 8.24%
158,160
6
$7.13M 6.2%
609,500
7
$6.91M 6.01%
127,630
8
$5.28M 4.59%
35,385
9
$5.07M 4.41%
35,095
10
$4.61M 4.01%
297,477
11
$4.02M 3.5%
63,510
12
$3.03M 2.63%
200,000
13
$2.85M 2.48%
41,850
14
$2.8M 2.43%
11,010
15
$2.52M 2.19%
81,300
16
$1.76M 1.53%
16,750
17
$1.75M 1.52%
27,435
18
$1.61M 1.4%
20,155
19
$1.61M 1.4%
20,100
20
$1.39M 1.21%
156,166
21
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