PAM

PFM Asset Management Portfolio holdings

AUM $38.4M
1-Year Est. Return 0.14%
This Quarter Est. Return
1 Year Est. Return
+0.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$37.8M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$5.65M
2 +$5.32M
3 +$2.95M
4
ESML icon
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
+$193K

Top Sells

1 +$3.14M

Sector Composition

1 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ESGE icon
26
iShares ESG Aware MSCI EM ETF
ESGE
$5.84B
0
EFAV icon
27
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.23B
0
QUAL icon
28
iShares MSCI USA Quality Factor ETF
QUAL
$48.2B
0