MAM
Mullooly Asset Management Portfolio holdings
AUM
$238M
This Quarter Return
-1.41%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$220M
AUM Growth
–
Cap. Flow
+$220M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
85.89%
Holding
47
New
47
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$27.5M |
| 2 |
iShares MSCI USA Value Factor ETF
VLUE
|
$25.2M |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$24.8M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$22.9M |
| 5 |
iShares Short Treasury Bond ETF
SHV
|
$22.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 1.87% |
| 2 | Technology | 0.76% |
| 3 | Materials | 0.5% |
| 4 | Financials | 0.48% |
| 5 | Communication Services | 0.44% |
