UOMF

University of Maryland Foundation Portfolio holdings

AUM $5.32M
1-Year Est. Return 11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.32M
AUM Growth
+$38K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Financials 56.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BRK.A icon
1
Berkshire Hathaway Class A
BRK.A
$1.04T
$3.02M 56.71%
4
CRBN icon
2
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.01B
$2.31M 43.29%
10,000