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
$491M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1 +$25.7M
2 +$5.4M
3 +$3.59M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.57M
5
MDGL icon
Madrigal Pharmaceuticals
MDGL
+$2.18M

Top Sells

1 +$2.32M
2 +$579K
3 +$576K
4
BAC icon
Bank of America
BAC
+$569K
5
MU icon
Micron Technology
MU
+$521K

Sector Composition

1 Technology 12.42%
2 Consumer Staples 7.5%
3 Financials 5.37%
4 Healthcare 4.09%
5 Consumer Discretionary 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
-1,108
552
-5,610
553
-3,763