UOMF

University of Maryland Foundation Portfolio holdings

AUM $5.29M
1-Year Est. Return 9.31%
This Quarter Est. Return
1 Year Est. Return
+9.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.29M
AUM Growth
-$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$11.5M

Sector Composition

1 Financials 57.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BRK.A icon
1
Berkshire Hathaway Class A
BRK.A
$1.07T
$3.02M 57.08%
4
CRBN icon
2
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.01B
$2.27M 42.92%
10,000
VPL icon
3
Vanguard FTSE Pacific ETF
VPL
$8.91B
-140,307