MFC
Morris Financial Concepts Portfolio holdings
AUM
$277M
1-Year Est. Return
13.94%
1 Year Est. Return
+13.94%
AUM
$277M
AUM Growth
+$24.9M
(+9.9%)
Holding
201
Top Buys
| 1 | +$1.35M | |
| 2 | +$660K | |
| 3 | +$655K | |
| 4 |
Dimensional US Core Equity Market ETF
DFAU
|
+$616K |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$583K |
Top Sells
| 1 | +$225K | |
| 2 | +$216K | |
| 3 | +$139K | |
| 4 |
TSMC
TSM
|
+$65.6K |
| 5 |
Eli Lilly
LLY
|
+$64.1K |
Sector Composition
| 1 | Technology | 2.34% |
| 2 | Financials | 2.18% |
| 3 | Consumer Discretionary | 1.89% |
| 4 | Healthcare | 1.33% |
| 5 | Consumer Staples | 1.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Mercado Libre
MELI
$105B
| – | – |
-86
|
|