M HOLDINGS SECURITIES Overview

M Holdings Securities Inc. is an investment advisor that manages 957.8 MM dollars in regulatory AUM and has 160 employees, of which 140 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 06/30/16. The fund's latest filing disclosed 195MM in positions, representing 20% of the manager's regulatory AUM.

M HOLDINGS SECURITIES StockAlpha

-2.9%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

M HOLDINGS SECURITIES Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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M HOLDINGS SECURITIES Founders and Key Employees

Name Title In Position Since
David Walter Schutt Secretary February-2004
Daniel Francis Byrne Director March-1997
Carrie Lee Fleisher Vp, Chief Risk And Compliance Officer, Aml Co February-2013
Kevin Bruce Kukar Treasurer June-2006
Maria Renee Rogers Financial Principal September-2007
Frank Edmund Day Chief Compliance Officer Ria, Rosfp September-2008
Kenneth Ray Ehinger President/Ceo/Director September-2008
Fred Henry Jonske Chair December-2009
Robert David Watros V.P. December-2009
Brian Bruce Bristow Vp, Business Development October-2012
Daniel Scott Domenighini Vp Technology And Business Analytics December-2009
Jill Crestinger Houtman Vp, Operations October-2012
Steven Byungkwan Chang Msrb Principal March-2013

M HOLDINGS SECURITIES Brokers, Custodians, Auditors and Administrators

Type Company

M HOLDINGS SECURITIES Investment Strategy

Item 8 Client Contact with Portfolio Manager

Clients do not have the ability to communicate directly with the Portfolio Manager associated with this program. M Securities recommends that clients inform their Representative regarding changes in their risk tolerance and objectives and discuss reallocation of existing managed programs within their portfolio.


Item 9 Additional Information

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M HOLDINGS SECURITIES Portfolio Concentration

M HOLDINGS SECURITIES Location

1125 N.W. COUCH STREET
SUITE 900
PORTLAND, Oregon
UNITED STATES, 97209

M HOLDINGS SECURITIES Contact Information

Phone Number: 800-656-6960
Fax Number: 503-238-1621
Website:

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