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
$139M
AUM Growth
+$6.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$7.52M
2
+$1.94M
3
+$1.17M
4
NYF icon
iShares New York Muni Bond ETF
NYF
+$626K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$307K

Top Sells

1
+$5.24M
2
+$710K
3
+$397K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$320K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$245K

Sector Composition

1 Technology 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$687K 0.49%
16,803
+28
27
$405K 0.29%
3,977
28
$366K 0.26%
1,225
+281
29
$339K 0.24%
2,098
-81
30
$335K 0.24%
2,096
31
$236K 0.17%
6,861
-330
32
$220K 0.16%
14,058
33
– –
-55,709
34
– –
-8,510
1
2