MFFIA

McIntyre, Freedman & Flynn Investment Advisers Portfolio holdings

AUM $142M
1-Year Est. Return 12.77%
This Quarter Est. Return
1 Year Est. Return
+12.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
+$947K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$586K
2
+$502K
3
+$293K
4
AAPL icon
Apple
AAPL
+$219K
5
OXY icon
Occidental Petroleum
OXY
+$126K

Top Sells

1
+$268K
2
+$69K
3
+$65.3K
4
SU icon
Suncor Energy
SU
+$22.9K
5
AMAT icon
Applied Materials
AMAT
+$20.1K

Sector Composition

1 Energy 26.68%
2 Technology 22.16%
3 Consumer Staples 10.04%
4 Healthcare 8.97%
5 Materials 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$384K 0.28%
3,339
52
$381K 0.28%
71,000
+6,000
53
$293K 0.21%
+7,052
54
$276K 0.2%
3,095
55
$263K 0.19%
842
56
$259K 0.19%
2,490
57
$252K 0.18%
1,089
58
$251K 0.18%
15,490
59
$219K 0.16%
+1,040
60
$185K 0.13%
11,500
61
$153K 0.11%
10,370
62
$109K 0.08%
10,000
63
$19.9K 0.01%
57,000
1 2
3