MFA

Morling Financial Advisors Portfolio holdings

AUM $317M
1-Year Est. Return 20.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.96%
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
+$36.9M
2
+$10.1M
3
+$7.92M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$7.54M
5
AAPL icon
Apple
AAPL
+$6.25M

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
1 2 3
4