MHR
Matthew Hamilton Rosenberg Portfolio holdings
AUM
$488M
1-Year Est. Return
15.24%
This Fund
S&P 500
1 Year Est. Return
+15.24%
AUM
$281M
AUM Growth
+$27.8M
(+11%)
Holding
747
Top Buys
| 1 | +$4.31M | |
| 2 | +$4.11M | |
| 3 | +$3.68M | |
| 4 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
+$1.88M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$1.42M |
Top Sells
| 1 | +$2.41M | |
| 2 | +$1.27M | |
| 3 | +$1.1M | |
| 4 |
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
|
+$858K |
| 5 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$511K |
Sector Composition
| 1 | Technology | 4.67% |
| 2 | Consumer Discretionary | 2.74% |
| 3 | Financials | 2.63% |
| 4 | Communication Services | 2.41% |
| 5 | Healthcare | 2.21% |