MM
Morangie Management Portfolio holdings
AUM
$109M
1-Year Est. Return
12.19%
This Fund
S&P 500
1 Year Est. Return
+12.19%
AUM
$109M
AUM Growth
-$16.8M
(-13%)
Holding
33
Top Buys
| 1 | +$1.32M | |
| 2 | +$301K | |
| 3 | +$300K | |
| 4 |
JPMorgan Chase
JPM
|
+$290K |
| 5 |
Bank of America
BAC
|
+$286K |
Top Sells
| 1 | +$457K | |
| 2 | +$311K | |
| 3 | +$271K | |
| 4 |
Amazon
AMZN
|
+$125K |
| 5 |
Invesco QQQ Trust
QQQ
|
+$120K |
Sector Composition
| 1 | Technology | 24.77% |
| 2 | Financials | 22.35% |
| 3 | Consumer Discretionary | 16.4% |
| 4 | Real Estate | 4.88% |
| 5 | Communication Services | 3.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
ServiceNow
NOW
$132B
| $804K | 0.74% |
7,686
+582
|
|
||
27
State Street Financial Select Sector SPDR ETF
XLF
$49.6B
| $651K | 0.6% |
13,181
|
|
||
28
iShares MSCI ACWI ex US ETF
ACWX
$11.7B
| $526K | 0.48% |
7,681
|
|
||
29
Vanguard FTSE Developed Markets ETF
VEA
$232B
| $398K | 0.37% |
6,217
|
|
||
30
Uber
UBER
$146B
| $285K | 0.26% |
3,965
-195
|
|
||
31
Vanguard Information Technology ETF
VGT
$152B
| $279K | 0.26% |
3,200
|
|
||
32
Vanguard Growth ETF
VUG
$232B
| $240K | 0.22% |
3,300
|
|
||
33
Vanguard Dividend Appreciation ETF
VIG
$109B
| $209K | 0.19% |
970
|
|