MFA
Morling Financial Advisors Portfolio holdings
AUM
$305M
This Quarter Return
+12.8%
1 Year Return
+18.6%
3 Year Return
+106.37%
5 Year Return
–
10 Year Return
–
AUM
$175M
AUM Growth
+$175M
(+41%)
Cap. Flow
+$35.7M
Cap. Flow
% of AUM
20.41%
Top 10 Holdings %
Top 10 Hldgs %
70.71%
Holding
110
New
29
Increased
19
Reduced
34
Closed
6
Top Buys
Top Sells
| 1 |
Coinbase
COIN
|
$2.01M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$259K |
| 3 |
Salesforce
CRM
|
$247K |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
$237K |
| 5 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$155K |
Sector Composition
| 1 | Financials | 11.65% |
| 2 | Technology | 6.68% |
| 3 | Communication Services | 2.3% |
| 4 | Consumer Discretionary | 1.1% |
| 5 | Healthcare | 0.46% |
