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MFF

Michels Family Financial Portfolio holdings

AUM $139M
1-Year Est. Return 20.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$717K
3
+$586K
4
SLB icon
SLB Ltd
SLB
+$560K
5
XRAY icon
Dentsply Sirona
XRAY
+$560K

Top Sells

1
+$701K
2
+$653K
3
+$648K
4
SCHW icon
Charles Schwab
SCHW
+$640K
5
KO icon
Coca-Cola
KO
+$615K

Sector Composition

1 Consumer Discretionary 6.22%
2 Energy 6.21%
3 Technology 5.7%
4 Communication Services 5.34%
5 Healthcare 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.29M 1%
5,066
+266
27
$1.27M 0.99%
2,449
-45
28
$1.27M 0.99%
15,828
-1,722
29
$1.23M 0.96%
24,065
-1,096
30
$1.22M 0.95%
18,192
+227
31
$1.2M 0.94%
18,223
-989
32
$1.19M 0.93%
45,161
+114
33
$1.14M 0.89%
4,706
+44
34
$1.1M 0.86%
5,329
-215
35
$1.09M 0.85%
4,977
+32
36
$1.06M 0.82%
15,476
-575
37
$1.04M 0.81%
2,343
-261
38
$1.02M 0.8%
+36,655
39
$974K 0.76%
83,943
-3,973
40
$934K 0.73%
18,118
-384
41
$885K 0.69%
16,665
-2,318
42
$844K 0.66%
10,077
-437
43
$841K 0.66%
15,217
+231
44
$822K 0.64%
9,951
45
$813K 0.63%
4,333
-138
46
$813K 0.63%
4,159
-235
47
$802K 0.62%
41,060
-3,783
48
$801K 0.62%
4,291
+207
49
$795K 0.62%
2,328
-97
50
$786K 0.61%
10,420
+187
1
2
3 4 5