MHS

M Holdings Securities Portfolio holdings

AUM $473M
1-Year Est. Return 22.33%
This Quarter Est. Return
1 Year Est. Return
+22.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$322M
AUM Growth
-$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.09M
3
+$1.48M
4
AMZN icon
Amazon
AMZN
+$1.12M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$915K

Top Sells

1
+$3.55M
2
+$2.82M
3
+$2.31M
4
QCOM icon
Qualcomm
QCOM
+$2.14M
5
GIS icon
General Mills
GIS
+$1.78M

Sector Composition

1 Financials 10.94%
2 Technology 7.61%
3 Healthcare 6.13%
4 Industrials 5.62%
5 Consumer Staples 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
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