UOMF

University of Maryland Foundation Portfolio holdings

AUM $5.1M
1-Year Est. Return 10.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.1M
AUM Growth
-$223K
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 56.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BRK.A icon
1
Berkshire Hathaway Class A
BRK.A
$1.05T
$2.87M 56.32%
4
CRBN icon
2
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.12B
$2.23M 43.68%
10,000