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
$166M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$4.76M
3
+$4.33M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$3.51M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.51M

Top Sells

1
+$8.3M
2
+$2.38M
3
+$2.07M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.91M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.65M

Sector Composition

1 Technology 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.61M 0.97%
+19,846
27
$985K 0.59%
17,121
-12,897
28
$913K 0.55%
35,236
29
$472K 0.28%
1,523
-187
30
$402K 0.24%
2,096
31
$321K 0.19%
3,977
32
$264K 0.16%
2,578
-11,142
33
$261K 0.16%
+2,856
34
– –
-17,130
35
– –
-30,935
36
– –
-1,921
1
2