MM
Morangie Management Portfolio holdings
AUM
$125M
1-Year Est. Return
9.61%
This Fund
S&P 500
1 Year Est. Return
+9.61%
AUM
$125M
AUM Growth
+$9.46M
(+8.2%)
Holding
33
Top Buys
| 1 | +$2.38M | |
| 2 | +$2.3M | |
| 3 | +$950K | |
| 4 |
Welltower
WELL
|
+$684K |
| 5 |
Uber
UBER
|
+$375K |
Top Sells
| 1 | +$1.51M | |
| 2 | +$1.31M | |
| 3 | +$1.08M | |
| 4 |
State Street Energy Select Sector SPDR ETF
XLE
|
+$263K |
| 5 |
Invesco QQQ Trust
QQQ
|
+$142K |
Sector Composition
| 1 | Technology | 28.97% |
| 2 | Financials | 19.99% |
| 3 | Consumer Discretionary | 18.93% |
| 4 | Real Estate | 3.07% |
| 5 | Communication Services | 3.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
State Street Energy Select Sector SPDR ETF
XLE
$38.6B
| $933K | 0.74% |
20,876
-5,908
|
|
||
27
State Street Financial Select Sector SPDR ETF
XLF
$49.8B
| $722K | 0.58% |
13,181
|
|
||
28
iShares MSCI ACWI ex US ETF
ACWX
$8.96B
| $516K | 0.41% |
7,681
|
|
||
29
Vanguard FTSE Developed Markets ETF
VEA
$207B
| $388K | 0.31% |
6,217
|
|
||
|
30
Uber
UBER
$155B
| $340K | 0.27% |
+4,160
|
|
||
31
Vanguard Information Technology ETF
VGT
$109B
| $302K | 0.24% |
400
|
|
||
32
Vanguard Growth ETF
VUG
$193B
| $268K | 0.21% |
550
|
|
||
33
Vanguard Dividend Appreciation ETF
VIG
$103B
| $213K | 0.17% |
970
|
|