MFG
Magnus Financial Group Portfolio holdings
AUM
$1.14B
1-Year Return
17.55%
This Quarter Return
+3.02%
1 Year Return
+17.55%
3 Year Return
+57.39%
5 Year Return
+94.72%
10 Year Return
–
AUM
$1.04B
AUM Growth
+$51.6M
(+5.2%)
Cap. Flow
+$46.6M
Cap. Flow
% of AUM
4.5%
Top 10 Holdings %
Top 10 Hldgs %
37.49%
Holding
381
New
40
Increased
206
Reduced
94
Closed
20
Top Buys
| 1 |
iShares Bitcoin Trust
IBIT
|
$17.5M |
| 2 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$3.19M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$2.73M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$2.6M |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$2.59M |
Top Sells
Sector Composition
| 1 | Technology | 7.03% |
| 2 | Financials | 3.99% |
| 3 | Consumer Discretionary | 3.35% |
| 4 | Communication Services | 3.22% |
| 5 | Healthcare | 2.78% |
