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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
1
$8.14M 6.34%
12,226
+642
2
$6.42M 5%
235,153
+6,652
3
$4.21M 3.28%
6,296
-173
4
$3.58M 2.79%
29,689
+793
5
$3.42M 2.66%
30,304
+24
6
$3.26M 2.54%
5,422
+627
7
$2.97M 2.32%
124,255
+4,394
8
$2.96M 2.31%
29,555
+685
9
$2.67M 2.08%
35,943
+2,257
10
$2.54M 1.98%
4,148
-41
11
$2.32M 1.8%
45,630
-2,087
12
$2.29M 1.78%
71,823
+2,898
13
$2.05M 1.59%
11,715
+30
14
$1.91M 1.48%
44,356
-1,333
15
$1.88M 1.47%
2,565
-53
16
$1.74M 1.35%
42,908
-96
17
$1.71M 1.33%
10,995
-20
18
$1.52M 1.19%
8,161
-768
19
$1.51M 1.17%
16,149
-17
20
$1.49M 1.16%
7,118
+152
21
$1.49M 1.16%
4,991
+117
22
$1.46M 1.14%
122,361
+1,503
23
$1.4M 1.09%
12,381
-1,829
24
$1.36M 1.06%
4,624
+47
25
$1.35M 1.05%
13,313
-679
1
2 3 4 5