MFF

Mango Five Family Portfolio holdings

AUM $301M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$266M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$49.6M
2
+$39.7M
3
+$29M
4
LBRDA icon
Liberty Broadband Class A
LBRDA
+$25.7M
5
LBRDK icon
Liberty Broadband Class C
LBRDK
+$23M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 37.17%
2 Technology 30.84%
3 Consumer Discretionary 15.89%
4 Energy 4.07%
5 Consumer Staples 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$5.04T
$49.6M 18.69%
+1,002,060
AMZN icon
2
Amazon
AMZN
$2.72T
$39.7M 14.96%
+261,500
GOOG icon
3
Alphabet (Google) Class C
GOOG
$3.43T
$29M 10.92%
+205,800
LBRDA icon
4
Liberty Broadband Class A
LBRDA
$7.33B
$25.7M 9.67%
+318,467
LBRDK icon
5
Liberty Broadband Class C
LBRDK
$7.37B
$23M 8.66%
+285,204
FWONK icon
6
Liberty Media Series C
FWONK
$24.9B
$19M 7.14%
+300,281
QCOM icon
7
Qualcomm
QCOM
$195B
$9.13M 3.44%
+63,125
AMD icon
8
Advanced Micro Devices
AMD
$421B
$6.28M 2.37%
+42,600
FANG icon
9
Diamondback Energy
FANG
$40.5B
$5.98M 2.25%
+38,580
AMAT icon
10
Applied Materials
AMAT
$189B
$5.34M 2.01%
+32,950
CVX icon
11
Chevron
CVX
$308B
$4.76M 1.79%
+31,900
LLY icon
12
Eli Lilly
LLY
$802B
$4.03M 1.52%
+6,916
QQQ icon
13
Invesco QQQ Trust
QQQ
$402B
$3.88M 1.46%
+9,470
AVGO icon
14
Broadcom
AVGO
$1.71T
$3.67M 1.38%
+32,850
CRM icon
15
Salesforce
CRM
$249B
$3.39M 1.28%
+12,900
USO icon
16
United States Oil Fund
USO
$904M
$2.67M 1%
+40,000
UPS icon
17
United Parcel Service
UPS
$79.7B
$2.66M 1%
+16,928
AKAM icon
18
Akamai
AKAM
$10.7B
$1.76M 0.66%
+14,900
JPM icon
19
JPMorgan Chase
JPM
$842B
$1.55M 0.58%
+9,125
WMT icon
20
Walmart
WMT
$810B
$1.4M 0.53%
+26,559
MLPX icon
21
Global X MLP & Energy Infrastructure ETF
MLPX
$2.48B
$1.38M 0.52%
+31,000
UMI icon
22
USCF Midstream Energy Income Fund
UMI
$370M
$1.24M 0.47%
+33,850
IWM icon
23
iShares Russell 2000 ETF
IWM
$70.4B
$1.17M 0.44%
+5,843
FWONA icon
24
Liberty Media Series A
FWONA
$22.7B
$1.12M 0.42%
+19,345
CAT icon
25
Caterpillar
CAT
$267B
$1.02M 0.39%
+3,465
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