MFS
Miller Financial Services Portfolio holdings
AUM
$85.2M
1-Year Est. Return
19.96%
This Fund
S&P 500
1 Year Est. Return
+19.96%
AUM
$85.2M
AUM Growth
-$1.35M
(-1.6%)
Holding
126
Top Buys
| 1 | +$1.01M | |
| 2 | +$658K | |
| 3 | +$604K | |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$465K |
| 5 |
Home Depot
HD
|
+$402K |
Top Sells
| 1 | +$1.19M | |
| 2 | +$820K | |
| 3 | +$681K | |
| 4 |
K
Kellanova
K
|
+$524K |
| 5 |
Rocket Lab Corp
RKLB
|
+$480K |
Sector Composition
| 1 | Technology | 13.21% |
| 2 | Industrials | 10.82% |
| 3 | Consumer Discretionary | 10.27% |
| 4 | Financials | 9.73% |
| 5 | Consumer Staples | 6.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Titan International
TWI
$467M
| – | – |
-12,500
|
|