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
$154M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.49M
3
+$937K
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$658K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$630K

Top Sells

1
+$1.4M
2
+$5.79K
3
+$5.24K

Sector Composition

1 Technology 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.5M 13.32%
182,425
+14,226
2
$18.6M 12.05%
142,658
+7,206
3
$13.1M 8.53%
319,070
+14,250
4
$11.2M 7.26%
149,928
+7,002
5
$11M 7.12%
226,584
+11,000
6
$8.01M 5.2%
157,248
+12,922
7
$7.45M 4.84%
146,279
+11,904
8
$6.29M 4.08%
74,263
+5,239
9
$6.13M 3.98%
76,190
+3,300
10
$5.21M 3.38%
62,113
+2,687
11
$5.01M 3.26%
85,437
+5,722
12
$4.89M 3.18%
74,940
+6,492
13
$4.89M 3.17%
115,514
+6,150
14
$3.84M 2.5%
101,959
+8,552
15
$3.72M 2.42%
34,828
+656
16
$3.7M 2.4%
74,330
+4,878
17
$3.18M 2.06%
57,972
+3,534
18
$2.15M 1.4%
30,935
+332
19
$1.97M 1.28%
123,476
+3,198
20
$1.9M 1.23%
16,307
+1,141
21
$1.72M 1.12%
103,738
+89,680
22
$1.68M 1.09%
29,501
+835
23
$1.36M 0.88%
13,512
+970
24
$1.23M 0.8%
10,834
+598
25
$1.03M 0.67%
35,236
-199
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