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
$133M
AUM Growth
+$4.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$441K
2
+$296K
3
+$217K
4
FLTB icon
Fidelity Limited Term Bond ETF
FLTB
+$181K
5
LQDH icon
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
+$157K

Top Sells

1
+$93.7K
2
+$28.4K
3
+$11.9K
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$7K

Sector Composition

1 Technology 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16M 12.06%
137,509
+183
2
$11.8M 8.85%
302,625
+1,890
3
$11.3M 8.52%
101,725
+2,656
4
$10.4M 7.81%
142,893
+676
5
$9.98M 7.51%
222,700
-2,092
6
$7.04M 5.3%
138,296
+4,260
7
$6.55M 4.93%
129,160
+3,571
8
$5.28M 3.98%
71,114
+148
9
$5.24M 3.94%
55,709
+1,671
10
$4.62M 3.48%
59,076
+186
11
$4.5M 3.39%
76,453
+1,569
12
$4.35M 3.27%
40,840
+4,137
13
$4.2M 3.16%
107,051
+1,860
14
$4.08M 3.07%
66,399
+2,534
15
$3.92M 2.95%
46,185
+1,155
16
$3.23M 2.43%
92,788
+2,363
17
$3.08M 2.31%
68,372
+2,134
18
$2.94M 2.21%
54,006
+1,721
19
$2.25M 1.69%
130,699
+5,100
20
$2.01M 1.51%
30,603
21
$1.86M 1.4%
118,481
+1,700
22
$1.66M 1.25%
14,347
+313
23
$1.34M 1.01%
40,435
24
$1.18M 0.88%
11,689
+466
25
$1.01M 0.76%
17,716
+189
1
2