MH
Mishpacha Holdings Portfolio holdings
AUM
$123M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$123M
AUM Growth
+$3.55M
(+3%)
Holding
12
Top Sells
| 1 | +$18.3M | |
| 2 | +$17.6M | |
| 3 | +$9.18M | |
| 4 |
Carnival Corporation Ltd
CCL
|
+$8.07M |
| 5 |
Amazon
AMZN
|
+$8.03M |
Sector Composition
| 1 | Technology | 88.09% |
| 2 | Communication Services | 0% |
| 3 | Consumer Discretionary | 0% |
| 4 | Financials | 0% |
| 5 | Healthcare | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$5.36T
| $62.7M | 50.97% |
359,650
+143,938
|
|
||
2
Micron Technology
MU
$852B
| $45.7M | 37.12% |
135,213
+133,318
|
|
||
3
iShares MSCI South Korea ETF
EWY
$23.3B
| $14.7M | 11.91% |
+119,102
|
|
||
|
4
Amazon
AMZN
$2.87T
| – | – |
-34,787
|
|
||
5
Bank of America
BAC
$362B
| – | – |
-166,834
|
|
||
|
6
Carnival Corporation Ltd
CCL
$35.9B
| – | – |
-264,275
|
|
||
7
Alphabet (Google) Class C
GOOG
$4.68T
| – | – |
-56,110
|
|
||
|
8
Alphabet (Google) Class A
GOOGL
$4.73T
| – | – |
-58,473
|
|
||
9
Meta Platforms (Facebook)
META
$1.54T
| – | – |
-10,461
|
|
||
10
Tesla
TSLA
$1.58T
| – | – |
-11,704
|
|
||
11
TSMC
TSM
$2.11T
| – | – |
-16,093
|
|
||
12
United Therapeutics
UTHR
$24B
| – | – |
-1,000
|
|