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MAM
Mullooly Asset Management Portfolio holdings
AUM
$271M
1-Year Est. Return
16.93%
This Fund
S&P 500
1 Year Est. Return
+16.93%
AUM
$271M
AUM Growth
-$2.4M
(-0.88%)
Holding
54
Top Buys
| 1 | +$763K | |
| 2 | +$485K | |
| 3 | +$398K | |
| 4 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
+$293K |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$229K |
Top Sells
| 1 | +$902K | |
| 2 | +$711K | |
| 3 | +$509K | |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$438K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$408K |
Sector Composition
| 1 | Consumer Discretionary | 1.27% |
| 2 | Technology | 0.8% |
| 3 | Communication Services | 0.67% |
| 4 | Industrials | 0.49% |
| 5 | Financials | 0.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Broadcom
AVGO
$1.83T
| $203K | 0.07% |
655
|
|
||
52
First Citizens BancShares
FCNCA
$24.5B
| – | – |
-100
|
|
||
53
Nike
NKE
$68.1B
| – | – |
-3,418
|
|
||
54
Vanguard S&P 500 Growth ETF
VOOG
$25.4B
| – | – |
-2,796
|
|