MGFS

Miller Green Financial Services Portfolio holdings

AUM $17.6M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$23M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$9.82M
2 +$9.75M
3 +$2.51M
4
AAPL icon
Apple
AAPL
+$879K

Top Sells

No sells this quarter

Sector Composition

1 Energy 42.77%
2 Financials 10.93%
3 Technology 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$9.82M 42.77%
+118,701
2
$9.75M 42.47%
+56,806
3
$2.51M 10.93%
+78,000
4
$879K 3.83%
+19,000