MFGI
Mann Financial Group, Inc. Portfolio holdings
AUM
$101M
1 Year Est. Return
–
AUM
$101M
AUM Growth
–
Holding
32
Top Buys
| 1 | +$38.5M | |
| 2 | +$20.4M | |
| 3 | +$13.9M | |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$7.79M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$3.12M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1.99% |
| 2 | Industrials | 1.53% |
| 3 | Consumer Discretionary | 0.61% |
| 4 | Energy | 0.31% |
| 5 | Communication Services | 0.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Otter Tail
OTTR
$3.56B
| $256K | 0.25% |
+3,129
|
|
||
27
GE Vernova
GEV
$151B
| $253K | 0.25% |
+412
|
|
||
28
Apple
AAPL
$4.03T
| $249K | 0.25% |
+976
|
|
||
29
Verizon
VZ
$173B
| $244K | 0.24% |
+5,556
|
|
||
30
iShares Bitcoin Trust
IBIT
$74.9B
| $217K | 0.21% |
+3,340
|
|
||
31
Applied Digital
APLD
$6.45B
| $210K | 0.21% |
+9,140
|
|
||
32
Vanguard Total Stock Market ETF
VTI
$547B
| $205K | 0.2% |
+625
|
|