MFF

Michels Family Financial Portfolio holdings

AUM $136M
1-Year Est. Return 17.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
+$6.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$205K
2
+$200K
3
+$197K
4
NOCT icon
Innovator Growth-100 Power Buffer ETF October
NOCT
+$192K
5
JPM icon
JPMorgan Chase
JPM
+$179K

Top Sells

1
+$333K
2
+$264K
3
+$210K
4
ORCL icon
Oracle
ORCL
+$203K
5
AAPL icon
Apple
AAPL
+$97.3K

Sector Composition

1 Energy 6.16%
2 Technology 5.84%
3 Consumer Discretionary 5.44%
4 Communication Services 5.08%
5 Financials 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$706K 0.6%
10,233
-100
52
$701K 0.6%
5,812
-106
53
$687K 0.59%
984
-16
54
$682K 0.58%
80,445
-2,165
55
$674K 0.57%
8,404
-111
56
$653K 0.56%
14,406
-13
57
$652K 0.56%
18,282
-114
58
$649K 0.55%
10,346
+480
59
$648K 0.55%
3,150
-80
60
$645K 0.55%
4,084
+196
61
$640K 0.55%
7,010
-195
62
$636K 0.54%
12,250
+79
63
$619K 0.53%
7,097
-45
64
$617K 0.53%
4,435
-2
65
$615K 0.52%
8,689
-7
66
$604K 0.51%
2,895
-8
67
$596K 0.51%
10,456
-948
68
$595K 0.51%
9,309
-84
69
$592K 0.5%
1,109
-16
70
$583K 0.5%
8,478
-63
71
$567K 0.48%
11,460
-551
72
$565K 0.48%
5,777
-128
73
$563K 0.48%
3,248
-189
74
$554K 0.47%
3,216
-124
75
$550K 0.47%
8,152
-193
1 2
3
4 5