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
$129M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$3.79M
3
+$3.06M
4
FHLC icon
Fidelity MSCI Health Care Index ETF
FHLC
+$2.95M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$636K

Top Sells

1
+$2.46M
2
+$2.42M
3
+$2.09M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.29M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$396K

Sector Composition

1 Technology 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$720K 0.56%
16,775
-490
27
$405K 0.32%
8,660
-6,440
28
$390K 0.3%
3,977
29
$348K 0.27%
2,253
-804
30
$317K 0.25%
2,096
-409
31
$266K 0.21%
8,028
-540
32
$256K 0.2%
901
-895
33
$234K 0.18%
14,058
1
2