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
$599M
AUM Growth
+$72.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1 +$6.43M
2 +$5.35M
3 +$4.74M
4
AMZN icon
Amazon
AMZN
+$4.48M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.82M

Top Sells

1 +$1.53M
2 +$1.42M
3 +$931K
4
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$714K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$677K

Sector Composition

1 Consumer Discretionary 6.93%
2 Technology 5.67%
3 Financials 3.69%
4 Healthcare 2.77%
5 Communication Services 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-1,374
302
-582
303
-13,075
304
-24,250
305
-1,917
306
-1,777
307
0
308
-13,500
309
-12,052