We are live on
!
Find out more
MFS
Miller Financial Services Portfolio holdings
AUM
$89.7M
1-Year Est. Return
21.5%
This Fund
S&P 500
1 Year Est. Return
+21.5%
AUM
$89.7M
AUM Growth
+$4.57M
(+5.4%)
Holding
131
Top Buys
| 1 | +$2.17M | |
| 2 | +$1M | |
| 3 | +$887K | |
| 4 |
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
|
+$783K |
| 5 |
XAGG
Eaton Vance Income Opportunities ETF
XAGG
|
+$716K |
Top Sells
| 1 | +$1.56M | |
| 2 | +$358K | |
| 3 | +$317K | |
| 4 |
Otis Worldwide
OTIS
|
+$301K |
| 5 |
Dow Inc
DOW
|
+$260K |
Sector Composition
| 1 | Technology | 11.43% |
| 2 | Industrials | 10.57% |
| 3 | Consumer Discretionary | 8.98% |
| 4 | Financials | 8.42% |
| 5 | Consumer Staples | 6.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Netflix
NFLX
$338B
| – | – |
-112
|
|
||
|
127
Otis Worldwide
OTIS
$27.1B
| – | – |
-3,445
|
|
||
128
Prudential Financial
PRU
$37.7B
| – | – |
-1,856
|
|
||
129
Vanguard Information Technology ETF
VGT
$142B
| – | – |
-2,128
|
|
||
130
Wendy's
WEN
$1.29B
| – | – |
-10,907
|
|
||
131
Exxon Mobil
XOM
$609B
| – | – |
-1,711
|
|