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
101
$310K 0.26%
1,107
-4
102
$308K 0.26%
7,819
+101
103
$306K 0.26%
1,679
-125
104
$303K 0.26%
2,251
+4
105
$295K 0.25%
8,362
+24
106
$291K 0.25%
3,634
-141
107
$277K 0.24%
910
+76
108
$277K 0.24%
11,610
+31
109
$273K 0.23%
2,156
+42
110
$271K 0.23%
1,144
-15
111
$267K 0.23%
3,193
+16
112
$265K 0.23%
26,463
-1,892
113
$265K 0.23%
7,360
+38
114
$264K 0.23%
1,944
+9
115
$263K 0.22%
2,388
-9
116
$257K 0.22%
26,772
-1,313
117
$241K 0.21%
771
-35
118
$228K 0.19%
800
119
$228K 0.19%
2,845
+8
120
$220K 0.19%
+3,026
121
$215K 0.18%
+3,161
122
$209K 0.18%
+5,300
123
$208K 0.18%
+2,814
124
$204K 0.17%
+3,735
125
$203K 0.17%
+700
2 3 4
5
6