MFF
Michels Family Financial Portfolio holdings
AUM
$117M
This Quarter Return
+0.9%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$109M
AUM Growth
–
Cap. Flow
+$109M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
31.91%
Holding
121
New
121
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$6.28M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$6.04M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$3.88M |
| 4 |
Exxon Mobil
XOM
|
$3.23M |
| 5 |
Vanguard Russell 1000 Growth ETF
VONG
|
$2.83M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 7.37% |
| 2 | Technology | 6.15% |
| 3 | Consumer Discretionary | 5.12% |
| 4 | Communication Services | 4.74% |
| 5 | Financials | 4.6% |
