MAM
Mullooly Asset Management Portfolio holdings
AUM
$273M
1-Year Est. Return
15.34%
This Fund
S&P 500
1 Year Est. Return
+15.34%
AUM
$273M
AUM Growth
+$12.7M
(+4.9%)
Holding
52
Top Buys
| 1 | +$1.49M | |
| 2 | +$1.34M | |
| 3 | +$1.3M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$1.28M |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$1.02M |
Top Sells
| 1 | +$376K | |
| 2 | +$242K | |
| 3 | +$148K | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$122K |
| 5 |
Home Depot
HD
|
+$75.8K |
Sector Composition
| 1 | Consumer Discretionary | 1.4% |
| 2 | Technology | 0.81% |
| 3 | Communication Services | 0.73% |
| 4 | Financials | 0.56% |
| 5 | Industrials | 0.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard S&P 500 Growth ETF
VOOG
$21.9B
| $207K | 0.08% |
466
|
|
||
52
Vanguard Value ETF
VTV
$167B
| – | – |
-2,018
|
|