MFA
Morling Financial Advisors Portfolio holdings
AUM
$301M
1-Year Est. Return
21.68%
1 Year Est. Return
+21.68%
AUM
$305M
AUM Growth
+$14.7M
(+5.1%)
Holding
130
Top Buys
| 1 | +$26.4M | |
| 2 | +$4.05M | |
| 3 | +$3.72M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$954K |
| 5 |
Dimensional US Core Equity Market ETF
DFAU
|
+$243K |
Top Sells
| 1 | +$31.2M | |
| 2 | +$3.54M | |
| 3 | +$2.13M | |
| 4 |
NVIDIA
NVDA
|
+$1.27M |
| 5 |
Apple
AAPL
|
+$1.07M |
Sector Composition
| 1 | Financials | 8.57% |
| 2 | Technology | 4.74% |
| 3 | Consumer Discretionary | 2.27% |
| 4 | Communication Services | 1.68% |
| 5 | Healthcare | 0.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Vanguard ESG International Stock ETF
VSGX
$5.25B
| – | – |
-916
|
|
||
127
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.82B
| – | – |
-381
|
|
||
128
Vanguard Growth ETF
VUG
$197B
| – | – |
-840
|
|
||
129
Wipro
WIT
$27.8B
| – | – |
-37,178
|
|
||
130
Walmart
WMT
$817B
| – | – |
-2,635
|
|