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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
+10.48%
1 Year Est. Return
+14.15%
3 Year Est. Return
+53.57%
5 Year Est. Return
+70.3%
10 Year Est. Return
–
AUM
$226M
AUM Growth
+$21.4M
(+10%)
Cap. Flow
$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
4
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Vanguard Total Stock Market ETF
VTI
$663B
| $119M | 52.86% |
503,429
| – | – |
|
2
iShares Core S&P 500 ETF
IVV
$888B
| $45.7M | 20.25% |
95,774
| – | – |
|
3
iShares Core MSCI Emerging Markets ETF
IEMG
$152B
| $35.5M | 15.69% |
700,928
| – | – |
|
4
iShares Core MSCI EAFE ETF
IEFA
$186B
| $25.3M | 11.2% |
359,506
| – | – |
|
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