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
$129M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$3.79M
3
+$3.06M
4
FHLC icon
Fidelity MSCI Health Care Index ETF
FHLC
+$2.95M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$636K

Top Sells

1
+$2.46M
2
+$2.42M
3
+$2.09M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.29M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$396K

Sector Composition

1 Technology 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.5M 12.04%
137,326
-21,780
2
$11.4M 8.86%
300,735
+6,525
3
$10.8M 8.4%
99,069
-1,222
4
$10.2M 7.96%
142,217
-4,049
5
$9.69M 7.53%
224,792
-56,184
6
$6.82M 5.31%
134,036
-25,416
7
$6.3M 4.9%
125,589
+3,159
8
$5.24M 4.07%
70,966
+1,318
9
$5.05M 3.93%
54,038
-22,390
10
$4.54M 3.53%
58,890
+38
11
$4.44M 3.45%
74,884
-1,226
12
$4.03M 3.13%
+105,191
13
$3.89M 3.03%
36,703
+327
14
$3.88M 3.02%
63,865
+10,458
15
$3.79M 2.95%
+45,030
16
$3.06M 2.38%
+90,425
17
$2.95M 2.29%
+66,238
18
$2.8M 2.17%
52,285
-7,409
19
$2.27M 1.77%
125,599
+31,275
20
$1.99M 1.54%
30,603
-801
21
$1.86M 1.44%
116,781
+6,381
22
$1.59M 1.23%
14,034
-362
23
$1.34M 1.04%
40,435
-4,724
24
$1.12M 0.87%
11,223
+782
25
$979K 0.76%
17,527
+258
1
2