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MHS

M Holdings Securities Portfolio holdings

AUM $731M
1-Year Est. Return 34.87%
This Fund
S&P 500
This Quarter Est. Return
-3.42%
1 Year Est. Return
+34.87%
3 Year Est. Return
+83.91%
5 Year Est. Return
10 Year Est. Return
AUM
$1.32B
AUM Growth
Cap. Flow
+$1.31B
Cap. Flow %
99.04%
Top 10 Hldgs %
31.7%
Holding
502
New
502
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Miscellaneous 66.29%
2 Technology 8.63%
3 Financials 5.77%
4 Consumer Discretionary 4.2%
5 Healthcare 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$102M 7.69%
+225,029
New +$100M
IVV icon
2
iShares Core S&P 500 ETF
IVV
$871B
$79.6M 6.02%
+175,352
New +$78.4M
QQQ icon
3
Invesco QQQ Trust
QQQ
$489B
$44.7M 3.39%
+123,353
New +$43.8M
AAPL icon
4
Apple
AAPL
$4.61T
$40.4M 3.06%
+231,430
New +$38.9M
DFAC icon
5
Dimensional US Core Equity 2 ETF
DFAC
$49.2B
$34.4M 2.6%
+1,246,655
New +$34.1M
DFAX icon
6
Dimensional World ex US Core Equity 2 ETF
DFAX
$12.7B
$24.7M 1.87%
+990,451
New +$25.1M
AMZN icon
7
Amazon
AMZN
$2.75T
$23.5M 1.78%
+144,360
New +$22.3M
FTSD icon
8
Franklin Short Duration US Government ETF
FTSD
$328M
$23.5M 1.78%
+255,290
New +$23.8M
SPSB icon
9
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.5B
$23.2M 1.75%
+768,483
New +$23.4M
VCIT icon
10
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$69.5B
$23M 1.74%
+267,317
New +$23.7M
IJR icon
11
iShares Core S&P Small-Cap ETF
IJR
$109B
$22.1M 1.67%
+204,947
New +$22.1M
VTV icon
12
Vanguard Morningstar Value ETF
VTV
$193B
$21.7M 1.64%
+146,644
New +$21.4M
NVDA icon
13
NVIDIA
NVDA
$5.5T
$21.4M 1.62%
+783,870
New +$19.7M
DLN icon
14
WisdomTree US LargeCap Dividend Fund
DLN
$6.34B
$21.1M 1.6%
+320,758
New +$20.8M
QUAL icon
15
iShares MSCI USA Quality Factor ETF
QUAL
$47.2B
$19.9M 1.51%
+147,751
New +$19.6M
MSFT icon
16
Microsoft
MSFT
$3.65T
$18.8M 1.42%
+60,986
New +$18.3M
AGO icon
17
Assured Guaranty
AGO
$3.28B
$17.1M 1.3%
+268,712
New +$15.4M
BOND icon
18
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.6B
$16.6M 1.26%
+162,883
New +$17.1M
SPMD icon
19
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.7B
$15.7M 1.19%
+331,910
New +$15.5M
BKLN icon
20
Invesco Senior Loan ETF
BKLN
$6.77B
$15.1M 1.14%
+694,285
New +$15.2M
FLQL icon
21
Franklin US Large Cap Multifactor Index ETF
FLQL
$2.12B
$14.9M 1.13%
+332,817
New +$14.7M
QQQJ icon
22
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$1.18B
$14.8M 1.12%
+511,239
New +$15M
SMB icon
23
VanEck Short Muni ETF
SMB
$316M
$14.2M 1.07%
+828,510
New +$14.5M
DLS icon
24
WisdomTree International SmallCap Dividend Fund
DLS
$1.09B
$14M 1.06%
+203,995
New +$14.3M
TSLA icon
25
Tesla
TSLA
$1.43T
$13M 0.98%
+36,054
New +$11.2M

Similar funds

M Holdings Securities's Q1 2022 Portfolio in Review

As of Q1 2022, M Holdings Securities held 502 positions worth $1.32B. Its ten largest holdings account for 32% of the portfolio.

M Holdings Securities deployed $1.31B of net new capital in Q1 2022, opening 502 new positions. Its largest new stake was State Street SPDR S&P 500 ETF Trust: 225,029 shares worth $102M.

By sector, the portfolio is most concentrated in Miscellaneous at 66% of assets, followed by Technology and Financials.

  • M Holdings Securities's largest Q1 2022 buy was State Street SPDR S&P 500 ETF Trust: 225,029 shares worth $102M.
  • M Holdings Securities's ten largest holdings make up 32% of its $1.32B portfolio in Q1 2022.
  • M Holdings Securities opened 502 new positions and closed 0 in Q1 2022.

Based on M Holdings Securities's 13F filing for Q1 2022, filed 24 May 2022.