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
$73.4M
AUM Growth
-$3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$1.71M
2 +$1.05M
3 +$802K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$732K
5
MLPA icon
Global X MLP ETF
MLPA
+$257K

Top Sells

1 +$961K
2 +$829K
3 +$599K
4
PFE icon
Pfizer
PFE
+$517K
5
RC
Ready Capital
RC
+$503K

Sector Composition

1 Technology 12.29%
2 Financials 8.81%
3 Communication Services 2.51%
4 Consumer Discretionary 1.72%
5 Energy 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$0 ﹤0.01%
1