MFG
Magnus Financial Group Portfolio holdings
AUM
$1.14B
1-Year Return
17.55%
This Quarter Return
-2.66%
1 Year Return
+17.55%
3 Year Return
+57.39%
5 Year Return
+94.72%
10 Year Return
–
AUM
$599M
AUM Growth
+$72.2M
(+14%)
Cap. Flow
+$90.6M
Cap. Flow
% of AUM
15.14%
Top 10 Holdings %
Top 10 Hldgs %
40.71%
Holding
309
New
49
Increased
175
Reduced
49
Closed
18
Top Buys
| 1 |
Tesla
TSLA
|
$6.43M |
| 2 |
Apple
AAPL
|
$5.35M |
| 3 |
iShares Russell 1000 Value ETF
IWD
|
$4.74M |
| 4 |
Amazon
AMZN
|
$4.48M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$3.82M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 6.93% |
| 2 | Technology | 5.67% |
| 3 | Financials | 3.69% |
| 4 | Healthcare | 2.77% |
| 5 | Communication Services | 2.24% |
