MFM
Mirsky Financial Management Portfolio holdings
AUM
$242M
1-Year Est. Return
12.4%
1 Year Est. Return
+12.4%
AUM
$242M
AUM Growth
+$18.2M
(+8.1%)
Holding
54
Top Buys
| 1 | +$1.05M | |
| 2 | +$936K | |
| 3 | +$806K | |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$782K |
| 5 |
Fidelity MSCI Materials Index ETF
FMAT
|
+$761K |
Top Sells
| 1 | +$2.49M | |
| 2 | +$82.3K | |
| 3 | +$40.5K | |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$27.5K |
| 5 |
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
|
+$23.9K |
Sector Composition
| 1 | Industrials | 3.22% |
| 2 | Technology | 0.39% |
| 3 | Real Estate | 0.23% |
| 4 | Consumer Discretionary | 0.09% |
| 5 | Communication Services | 0.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Amazon
AMZN
$2.48T
| $213K | 0.09% |
1,280
|
|
||
52
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.33B
| $212K | 0.09% |
+4,533
|
|
||
53
iShares 7-10 Year Treasury Bond ETF
IEF
$45.2B
| $207K | 0.09% |
1,801
-29
|
|
||
54
Alphabet (Google) Class C
GOOG
$3.83T
| $200K | 0.08% |
+1,380
|
|