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
$154M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.49M
3
+$937K
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$658K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$630K

Top Sells

1
+$1.4M
2
+$5.79K
3
+$5.24K

Sector Composition

1 Technology 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$770K 0.5%
17,154
+351
27
$761K 0.49%
47,559
-87,235
28
$630K 0.41%
+5,501
29
$437K 0.28%
1,352
+127
30
$420K 0.27%
3,977
31
$369K 0.24%
2,096
32
$361K 0.23%
2,068
-30
33
$261K 0.17%
6,861
34
$201K 0.13%
+1,553
1
2