MFC

Miramar Fiduciary Corp Portfolio holdings

AUM $127M
1-Year Est. Return 17.1%
This Quarter Est. Return
1 Year Est. Return
+17.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
-$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$419K

Top Sells

1 +$9.95M
2 +$7.46M
3 +$5.25M
4
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$2.52M

Sector Composition

1 Communication Services 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$62.5M 56.13%
2,375,666
-378,502
2
$28.9M 26%
1,082,356
-196,250
3
$13.6M 12.25%
506,591
-93,500
4
$3.35M 3.01%
1,067,124
5
$2.91M 2.62%
5,349
+769
6
-28,710