MFM
Mirsky Financial Management Portfolio holdings
AUM
$242M
This Quarter Return
-9.32%
1 Year Return
+12.4%
3 Year Return
+39.28%
5 Year Return
–
10 Year Return
–
AUM
$114M
AUM Growth
–
Cap. Flow
+$114M
Cap. Flow
% of AUM
99.98%
Top 10 Holdings %
Top 10 Hldgs %
76.14%
Holding
30
New
29
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares S&P 500 Value ETF
IVE
|
$16.1M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$10.7M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$10.6M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$9.77M |
| 5 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$9.75M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1.2% |
