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
$194M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$939K
3
+$915K
4
FUTY icon
Fidelity MSCI Utilities Index ETF
FUTY
+$499K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$437K

Top Sells

1
+$1.49M
2
+$1.15M
3
+$808K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$550K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$445K

Sector Composition

1 Technology 0.62%
2 Healthcare 0.12%
3 Consumer Discretionary 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.81M 0.93%
15,598
-509
27
$915K 0.47%
+12,537
28
$778K 0.4%
2,072
+536
29
$757K 0.39%
21,037
-9,199
30
$582K 0.3%
9,989
-7,336
31
$505K 0.26%
2,096
32
$454K 0.23%
3,425
+568
33
$383K 0.2%
3,977
34
$361K 0.19%
+5,818
35
$285K 0.15%
2,140
+78
36
$230K 0.12%
+3,701
37
$221K 0.11%
+1,483
38
$208K 0.11%
+1,280
39
$207K 0.11%
1,983
-704
1
2