MFG
Magnus Financial Group Portfolio holdings
AUM
$1.14B
This Quarter Return
+4.33%
1 Year Return
+17.55%
3 Year Return
+57.39%
5 Year Return
+94.72%
10 Year Return
–
AUM
$526M
AUM Growth
+$526M
(+11%)
Cap. Flow
+$29M
Cap. Flow
% of AUM
5.52%
Top 10 Holdings %
Top 10 Hldgs %
43.82%
Holding
277
New
36
Increased
160
Reduced
44
Closed
16
Top Buys
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$3.59M |
| 2 |
Tesla
TSLA
|
$2.53M |
| 3 |
iShares Core International Aggregate Bond Fund
IAGG
|
$2.26M |
| 4 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
$2.15M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$1.75M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 5.57% |
| 2 | Technology | 4.77% |
| 3 | Financials | 2.9% |
| 4 | Healthcare | 2.52% |
| 5 | Communication Services | 1.8% |