MFM
Mirsky Financial Management Portfolio holdings
AUM
$242M
This Quarter Return
+8.81%
1 Year Return
+12.4%
3 Year Return
+39.28%
5 Year Return
–
10 Year Return
–
AUM
$194M
AUM Growth
+$194M
(+9.9%)
Cap. Flow
+$15M
Cap. Flow
% of AUM
7.73%
Top 10 Holdings %
Top 10 Hldgs %
62.02%
Holding
39
New
5
Increased
17
Reduced
15
Closed
–
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$3.04M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$939K |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$915K |
| 4 |
Fidelity MSCI Utilities Index ETF
FUTY
|
$499K |
| 5 |
iShares National Muni Bond ETF
MUB
|
$437K |
Top Sells
| 1 |
Fidelity MSCI Health Care Index ETF
FHLC
|
$1.49M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.15M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$808K |
| 4 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$550K |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$445K |
Sector Composition
| 1 | Technology | 0.62% |
| 2 | Healthcare | 0.12% |
| 3 | Consumer Discretionary | 0.11% |
