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
$559M
AUM Growth
-$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$7.01M
2
+$6.29M
3
+$6.13M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$5.01M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.76M

Top Sells

1
+$51.3M
2
+$17.4M
3
+$14.1M
4
NHI icon
National Health Investors
NHI
+$9.31M
5
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$9.2M

Sector Composition

1 Technology 11.22%
2 Financials 6.33%
3 Healthcare 2.91%
4 Consumer Staples 2.8%
5 Communication Services 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
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