MFC
Morris Financial Concepts Portfolio holdings
AUM
$252M
1-Year Est. Return
13.54%
1 Year Est. Return
+13.54%
AUM
$252M
AUM Growth
+$13.6M
(+5.7%)
Holding
203
Top Buys
| 1 | +$1.67M | |
| 2 | +$893K | |
| 3 | +$596K | |
| 4 |
iShares S&P 500 Value ETF
IVE
|
+$529K |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$472K |
Top Sells
| 1 | +$1.78M | |
| 2 | +$1.7M | |
| 3 | +$1.37M | |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
+$1.24M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$1.07M |
Sector Composition
| 1 | Technology | 2.34% |
| 2 | Financials | 2.27% |
| 3 | Consumer Discretionary | 1.74% |
| 4 | Healthcare | 1.53% |
| 5 | Consumer Staples | 1.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$15.3B
| – | – |
-234
|
|
||
202
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.5B
| – | – |
-61
|
|
||
203
Yum! Brands
YUM
$40.3B
| – | – |
-1,418
|
|