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
ICICI Bank
IBN
$110B
| – | – |
-7,206
|
|
||
127
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.73B
| – | – |
-1,082
|
|
||
128
Schwab US TIPS ETF
SCHP
$14.5B
| – | – |
-358
|
|
||
129
TSMC
TSM
$1.78T
| – | – |
-1,999
|
|
||
130
UnitedHealth
UNH
$300B
| – | – |
-753
|
|