MAM

Myriad Asset Management Portfolio holdings

AUM $686M
1-Year Est. Return 11.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.31B
AUM Growth
+$362M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$28.3M
2
+$19.7M
3
+$12.7M
4
MU icon
Micron Technology
MU
+$11.8M
5
MS icon
Morgan Stanley
MS
+$9.36M

Top Sells

1
+$52M
2
+$34.6M
3
+$34.2M
4
AMZN icon
Amazon
AMZN
+$23.5M
5
SJIV
South Jersey Industries, Inc. Corporate Units
SJIV
+$12.5M

Sector Composition

1 Communication Services 7%
2 Financials 6.16%
3 Healthcare 6.14%
4 Technology 5.42%
5 Industrials 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-2,560
127
– –
-25,200
128
– –
-190,827
129
– –
-23,500
130
– –
-75,600
131
– –
-23,200
132
– –
-10,400
133
– –
-32,000
134
– –
-98,130
135
– –
-25,600
136
– –
-16,000
137
– –
-7,686
138
– –
-500,000
139
– –
-1,000,000
140
– –
-150,000
141
– –
-55,200
142
– –
-250,000
143
– –
-487,061
144
– –
-200,000
145
– –
-150,000
146
– –
-37,500
147
– –
-1,018,449
148
– –
-158,464
149
– –
-1,166
150
– –
-504,900
3 4 5
6
7