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
$177M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$799K
2
+$767K
3
+$465K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$358K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$275K

Top Sells

1
+$308K
2
+$167K
3
+$162K
4
FHLC icon
Fidelity MSCI Health Care Index ETF
FHLC
+$116K

Sector Composition

1 Technology 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.65M 0.93%
20,459
+613
27
$995K 0.56%
17,325
+204
28
$980K 0.55%
30,236
-5,000
29
$516K 0.29%
1,536
+13
30
$455K 0.26%
2,096
31
$331K 0.19%
2,857
+1
32
$324K 0.18%
3,977
33
$280K 0.16%
2,687
+109
34
$275K 0.16%
+2,062
1
2