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
$261M
AUM Growth
+$22.5M
(+9.4%)
Holding
51
Top Buys
| 1 | +$1.57M | |
| 2 | +$946K | |
| 3 | +$807K | |
| 4 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
+$803K |
| 5 |
iShares MSCI USA Value Factor ETF
VLUE
|
+$709K |
Top Sells
| 1 | +$230K | |
| 2 | +$113K | |
| 3 | +$111K | |
| 4 |
Home Depot
HD
|
+$109K |
| 5 |
iShares Core 80/20 Aggressive Allocation ETF
AOA
|
+$43.4K |
Sector Composition
| 1 | Consumer Discretionary | 1.74% |
| 2 | Technology | 0.89% |
| 3 | Communication Services | 0.59% |
| 4 | Financials | 0.49% |
| 5 | Industrials | 0.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard S&P 500 Growth ETF
VOOG
$22.2B
| $203K | 0.08% |
+466
|
|