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
$139M
AUM Growth
+$6.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$7.52M
2
+$1.94M
3
+$1.17M
4
NYF icon
iShares New York Muni Bond ETF
NYF
+$626K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$307K

Top Sells

1
+$5.24M
2
+$710K
3
+$397K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$320K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$245K

Sector Composition

1 Technology 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19M 13.66%
168,199
+66,474
2
$16.1M 11.59%
135,452
-2,057
3
$11.8M 8.46%
304,820
+2,195
4
$10.5M 7.52%
142,926
+33
5
$9.7M 6.97%
215,584
-7,116
6
$7.36M 5.28%
144,326
+6,030
7
$6.84M 4.91%
134,375
+5,215
8
$5.86M 4.2%
69,024
+22,839
9
$5.47M 3.93%
72,890
+1,776
10
$4.65M 3.34%
109,364
+2,313
11
$4.63M 3.32%
59,426
+350
12
$4.55M 3.27%
79,715
+3,262
13
$4.18M 3%
68,448
+2,049
14
$3.64M 2.61%
34,172
-6,668
15
$3.42M 2.46%
93,407
+619
16
$3.04M 2.18%
54,438
+432
17
$3.01M 2.16%
69,452
+1,080
18
$2.12M 1.52%
134,794
+4,095
19
$2M 1.43%
30,603
20
$1.81M 1.3%
120,278
+1,797
21
$1.76M 1.27%
15,166
+819
22
$1.64M 1.18%
28,666
+10,950
23
$1.26M 0.9%
12,542
+853
24
$1.17M 0.84%
+10,236
25
$1.01M 0.73%
35,435
-5,000
1
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