MFF

Michels Family Financial Portfolio holdings

AUM $117M
This Quarter Est. Return
1 Year Est. Return
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 +$220K
2 +$215K
3 +$209K
4
HAS icon
Hasbro
HAS
+$208K
5
NOCT icon
Innovator Growth-100 Power Buffer ETF October
NOCT
+$204K

Top Sells

1 +$329K
2 +$275K
3 +$264K
4
EPD icon
Enterprise Products Partners
EPD
+$210K
5
AAPL icon
Apple
AAPL
+$98.9K

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
TV icon
126
Televisa
TV
$1.28B
$27.8K 0.02%
12,700
-500
EPD icon
127
Enterprise Products Partners
EPD
$65.4B
-6,141
VTI icon
128
Vanguard Total Stock Market ETF
VTI
$543B
-962