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UOMF
University of Massachusetts Foundation Portfolio holdings
AUM
$199M
1-Year Est. Return
14.15%
This Fund
S&P 500
This Quarter
Est. Return
+4.47%
1 Year Est. Return
+14.15%
3 Year Est. Return
+53.57%
5 Year Est. Return
+70.3%
10 Year Est. Return
–
AUM
$75.3M
AUM Growth
-$23.2M
(-24%)
Cap. Flow
-$27.2M
Cap. Flow
% of AUM
-36.18%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
4
New
1
Increased
–
Reduced
2
Closed
–
Top Buys
| 1 |
Palantir
PLTR
|
+$443K |
Top Sells
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
+$24.7M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
+$2.95M |
Sector Composition
| 1 | Technology | 0.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
iShares Core MSCI Emerging Markets ETF
IEMG
$152B
| $36.5M | 48.48% |
567,297
| – | – |
|
|
2
iShares Core MSCI EAFE ETF
IEFA
$186B
| $19.5M | 25.85% |
270,153
-346,179
| -56% | -$24.7M |
|
|
3
Vanguard Total Stock Market ETF
VTI
$663B
| $19M | 25.17% |
91,727
-14,597
| -14% | -$2.95M |
|
|
4
Palantir
PLTR
$312B
| $377K | 0.5% |
+16,169
| New | +$443K |
|
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