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
$177M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$799K
2
+$767K
3
+$465K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$358K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$275K

Top Sells

1
+$308K
2
+$167K
3
+$162K
4
FHLC icon
Fidelity MSCI Health Care Index ETF
FHLC
+$116K

Sector Composition

1 Technology 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.8M 10.62%
159,096
+6,767
2
$13.9M 7.88%
161,145
+8,863
3
$13.9M 7.87%
123,801
+2,080
4
$13M 7.36%
190,965
+3,560
5
$11.9M 6.75%
206,724
+2,140
6
$10.4M 5.89%
280,900
+880
7
$8.28M 4.68%
157,842
+5,085
8
$6.95M 3.93%
115,233
+2,932
9
$6.54M 3.7%
118,567
+4,274
10
$5.99M 3.39%
113,803
-2,214
11
$5.68M 3.22%
149,846
+12,261
12
$5.12M 2.89%
42,022
+2,936
13
$4.89M 2.76%
128,067
+2,751
14
$4.53M 2.56%
85,291
+2,936
15
$4.53M 2.56%
81,296
+2,771
16
$4.49M 2.54%
328,552
-22,517
17
$4.34M 2.45%
61,806
+2,763
18
$4.14M 2.34%
65,032
+2,260
19
$4.14M 2.34%
38,316
+1,779
20
$4.13M 2.33%
81,357
+2,877
21
$4.11M 2.33%
67,200
-2,722
22
$3.82M 2.16%
96,027
+2,636
23
$3.35M 1.9%
26,526
+750
24
$2.2M 1.24%
18,948
+1,373
25
$1.79M 1.01%
16,107
+532
1
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