MFA

Morling Financial Advisors Portfolio holdings

AUM $305M
1-Year Est. Return 18.6%
This Quarter Est. Return
1 Year Est. Return
+18.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$32M
2 +$10.4M
3 +$8.1M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$7.8M
5
AAPL icon
Apple
AAPL
+$7.03M

Top Sells

No sells this quarter

Sector Composition

1 Financials 32%
2 Technology 10.06%
3 Communication Services 3.75%
4 Consumer Discretionary 1.67%
5 Real Estate 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$5K ﹤0.01%
+34
77
$4K ﹤0.01%
+103
78
$2K ﹤0.01%
+14