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

Top Buys

1 +$6.99M
2 +$3.97M
3 +$2.72M
4
RDDT icon
Reddit
RDDT
+$2.54M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.16M

Top Sells

1 +$197K
2 +$182K
3 +$146K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$91.6K
5
META icon
Meta Platforms (Facebook)
META
+$83K

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
-243
102
-1