MFM

Mirsky Financial Management Portfolio holdings

AUM $242M
1-Year Est. Return 12.4%
This Quarter Est. Return
1 Year Est. Return
+12.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$10.7M
3
+$10.6M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$9.77M
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$9.75M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$355K 0.31%
+3,977
27
$328K 0.29%
+2,505
28
$255K 0.22%
+8,568
29
$212K 0.19%
+14,058
1
2