MIM
Morningstar Investment Management Portfolio holdings
AUM
$1.14B
This Quarter Return
+0.24%
1 Year Return
+11.65%
3 Year Return
+44.6%
5 Year Return
+67.6%
10 Year Return
–
AUM
$324M
AUM Growth
+$324M
(+63%)
Cap. Flow
+$126M
Cap. Flow
% of AUM
38.88%
Top 10 Holdings %
Top 10 Hldgs %
88.73%
Holding
23
New
6
Increased
8
Reduced
6
Closed
3
Top Buys
| 1 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
$30.4M |
| 2 |
iShares MSCI United Kingdom ETF
EWU
|
$22.4M |
| 3 |
Global X MLP & Energy Infrastructure ETF
MLPX
|
$21.6M |
| 4 |
Vanguard Long-Term Treasury ETF
VGLT
|
$20.8M |
| 5 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$17.7M |
Top Sells
| 1 |
Vanguard Long-Term Bond ETF
BLV
|
$12.5M |
| 2 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$5.04M |
| 3 |
Schwab US REIT ETF
SCHH
|
$4.34M |
| 4 |
Vanguard FTSE Pacific ETF
VPL
|
$3.48M |
| 5 |
SPDR Bloomberg Convertible Securities ETF
CWB
|
$1.76M |
