MFG

Magnus Financial Group Portfolio holdings

AUM $1.14B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$526M
AUM Growth
+$53.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Sells

1 +$5.52M
2 +$1.98M
3 +$1.47M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.44M
5
PLBY icon
Playboy Inc
PLBY
+$914K

Sector Composition

1 Consumer Discretionary 5.57%
2 Technology 4.77%
3 Financials 2.9%
4 Healthcare 2.52%
5 Communication Services 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-2,180
277
-24,000