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
$133M
AUM Growth
+$4.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$441K
2
+$296K
3
+$217K
4
FLTB icon
Fidelity Limited Term Bond ETF
FLTB
+$181K
5
LQDH icon
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
+$157K

Top Sells

1
+$93.7K
2
+$28.4K
3
+$11.9K
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$7K

Sector Composition

1 Technology 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$720K 0.54%
16,775
27
$397K 0.3%
8,510
-150
28
$396K 0.3%
3,977
29
$351K 0.26%
2,179
-74
30
$330K 0.25%
2,096
31
$278K 0.21%
944
+43
32
$244K 0.18%
7,191
-837
33
$230K 0.17%
14,058
1
2