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
$142M
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$3.46M
3
+$1.68M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$936K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$749K

Top Sells

1
+$1.97M
2
+$1.85M
3
+$761K
4
FVAL icon
Fidelity Value Factor ETF
FVAL
+$261K
5
CRBN icon
iShares MSCI ACWI Low Carbon Target ETF
CRBN
+$201K

Sector Composition

1 Technology 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$585K 0.41%
17,130
-24
27
$442K 0.31%
1,710
+358
28
$316K 0.22%
2,096
29
$292K 0.21%
3,977
30
$286K 0.2%
1,921
-147
31
$266K 0.19%
+4,927
32
– –
-6,861
33
– –
-1,553
34
– –
-123,476
35
– –
-47,559
1
2