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
$225M
AUM Growth
+$9.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$9.12M
3
+$6.44M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.57M
5
FIDU icon
Fidelity MSCI Industrials Index ETF
FIDU
+$4.4M

Top Sells

1
+$14.2M
2
+$6.05M
3
+$5.1M
4
FHLC icon
Fidelity MSCI Health Care Index ETF
FHLC
+$5.07M
5
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$4.89M

Sector Composition

1 Industrials 3.84%
2 Technology 0.39%
3 Consumer Discretionary 0.1%
4 Healthcare 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.05M 0.47%
17,943
+9,321
27
$973K 0.43%
12,331
-206
28
$882K 0.39%
12,362
-68,585
29
$808K 0.36%
9,379
-165,387
30
$676K 0.3%
17,168
+8,889
31
$630K 0.28%
5,402
+2,701
32
$569K 0.25%
2,096
33
$456K 0.2%
3,331
-47
34
$423K 0.19%
10,338
-2,099
35
$421K 0.19%
5,724
-59,773
36
$421K 0.19%
6,280
+602
37
$377K 0.17%
5,912
-79,526
38
$366K 0.16%
3,444
-150
39
$301K 0.13%
5,968
-88,360
40
$296K 0.13%
10,977
+1,869
41
$280K 0.12%
2,143
+2
42
$262K 0.12%
6,148
-119,713
43
$255K 0.11%
2,211
-42,197
44
$248K 0.11%
1,493
+10
45
$220K 0.1%
+1,280
46
$201K 0.09%
3,001
-400
47
– –
-21,030
1
2