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
$166M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$4.76M
3
+$4.33M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$3.51M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.51M

Top Sells

1
+$8.3M
2
+$2.38M
3
+$2.07M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.91M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.65M

Sector Composition

1 Technology 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18M 10.82%
152,329
-70,222
2
$13.2M 7.92%
152,282
+67,220
3
$13.2M 7.91%
121,721
-22,003
4
$12.4M 7.44%
187,405
+37,749
5
$10.6M 6.38%
204,584
-18,548
6
$9.96M 5.98%
280,020
-53,570
7
$7.99M 4.8%
152,757
-8,151
8
$6.42M 3.86%
112,301
+22,344
9
$5.94M 3.57%
114,293
+16,227
10
$5.77M 3.47%
116,017
+39,154
11
$5.02M 3.01%
137,585
+23,980
12
$4.76M 2.86%
+39,086
13
$4.54M 2.73%
351,069
-45,423
14
$4.37M 2.63%
78,525
+15,550
15
$4.37M 2.63%
125,316
+19,710
16
$4.33M 2.6%
+82,355
17
$4.21M 2.53%
69,922
-11,400
18
$4.03M 2.42%
59,043
-7,238
19
$3.97M 2.39%
78,480
-40,831
20
$3.94M 2.37%
36,537
+1,202
21
$3.81M 2.29%
62,772
+57,845
22
$3.51M 2.11%
+93,391
23
$3.17M 1.9%
25,776
+7,666
24
$2.03M 1.22%
17,575
+5,801
25
$1.7M 1.02%
15,575
-7,340
1
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