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
$99.1M
AUM Growth
-$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$5.83M
2 +$2.61M
3 +$1.27M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$451K

Sector Composition

1 Communication Services 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$56.2M 56.66%
2,173,073
-225,593
2
$25.7M 25.96%
982,671
-99,685
3
$12.2M 12.29%
458,705
-47,886
4
$2.68M 2.71%
4,580
-769
5
$2.36M 2.38%
1,067,124