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
$262M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$3.91M
3
+$2.7M
4
RDDT icon
Reddit
RDDT
+$2.38M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.08M

Top Sells

1
+$189K
2
+$176K
3
+$141K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$88.2K
5
COIN icon
Coinbase
COIN
+$80.3K

Sector Composition

1 Technology 5.93%
2 Financials 5.22%
3 Communication Services 2.8%
4 Consumer Discretionary 1.25%
5 Energy 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1
102
– –
-243
1 2 3 4
5