We are live on
!
Find out more
MHFA
Mission Hills Financial Advisory Portfolio holdings
AUM
$195M
1-Year Est. Return
8.43%
This Fund
S&P 500
1 Year Est. Return
+8.43%
AUM
$195M
AUM Growth
+$5.95M
(+3.1%)
Holding
58
Top Buys
| 1 | +$996K | |
| 2 | +$776K | |
| 3 | +$751K | |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$678K |
| 5 |
Invesco KBW High Dividend Yield Financial ETF
KBWD
|
+$622K |
Top Sells
| 1 | +$378K | |
| 2 | +$215K | |
| 3 | +$213K | |
| 4 |
Schwab US Broad Market ETF
SCHB
|
+$208K |
| 5 |
State Street Blackstone Senior Loan ETF
SRLN
|
+$142K |
Sector Composition
| 1 | Technology | 0.85% |
| 2 | Energy | 0.22% |
| 3 | Real Estate | 0.17% |
| 4 | Communication Services | 0.13% |
| 5 | Consumer Discretionary | 0.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Chevron
CVX
$373B
| $206K | 0.11% |
+996
|
|
||
52
iShares Core S&P 500 ETF
IVV
$838B
| $202K | 0.1% |
+309
|
|
||
|
FSCO
53
FS Credit Opportunities Corp
FSCO
$973M
| $130K | 0.07% |
25,533
+11,921
|
|
||
|
EMD
54
Western Asset Emerging Markets Debt Fund
EMD
$614M
| $114K | 0.06% |
11,570
+300
|
|
||
55
Bank of America
BAC
$398B
| – | – |
-3,903
|
|
||
56
Becton Dickinson
BDX
$40.3B
| – | – |
-1,095
|
|
||
57
Invesco S&P SmallCap Health Care ETF
PSCH
$139M
| – | – |
-8,576
|
|
||
|
58
Schwab US Broad Market ETF
SCHB
$42.6B
| – | – |
-7,913
|
|