MFA
Morling Financial Advisors Portfolio holdings
AUM
$305M
This Quarter Return
-2.91%
1 Year Return
+18.6%
3 Year Return
+106.37%
5 Year Return
–
10 Year Return
–
AUM
$290M
AUM Growth
+$290M
(+1.2%)
Cap. Flow
+$14M
Cap. Flow
% of AUM
4.81%
Top 10 Holdings %
Top 10 Hldgs %
70.94%
Holding
140
New
19
Increased
42
Reduced
29
Closed
20
Top Buys
Top Sells
| 1 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$2.28M |
| 2 |
Energy Transfer Partners
ET
|
$500K |
| 3 |
Meta Platforms (Facebook)
META
|
$463K |
| 4 |
Grayscale Bitcoin Trust
GBTC
|
$444K |
| 5 |
Airbnb
ABNB
|
$410K |
Sector Composition
| 1 | Technology | 6.35% |
| 2 | Financials | 5.33% |
| 3 | Communication Services | 2.56% |
| 4 | Consumer Discretionary | 1.2% |
| 5 | Healthcare | 0.53% |
