MFG

Magnus Financial Group Portfolio holdings

AUM $1.31B
1-Year Est. Return 17.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$459M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Sells

1 +$1.97M
2 +$1.27M
3 +$1.18M
4
LVHD icon
Franklin US Low Volatility High Dividend Index ETF
LVHD
+$839K
5
LFMD icon
LifeMD
LFMD
+$833K

Sector Composition

1 Consumer Discretionary 5.63%
2 Technology 4.01%
3 Financials 2.98%
4 Healthcare 2.71%
5 Communication Services 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-12,438
252
-871