MFC
Morris Financial Concepts Portfolio holdings
AUM
$295M
1-Year Est. Return
17.25%
This Fund
S&P 500
1 Year Est. Return
+17.25%
AUM
$277M
AUM Growth
+$24.9M
(+9.9%)
Holding
201
Top Buys
| 1 | +$1.3M | |
| 2 | +$658K | |
| 3 | +$653K | |
| 4 |
Dimensional US Core Equity Market ETF
DFAU
|
+$593K |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$564K |
Top Sells
| 1 | +$225K | |
| 2 | +$216K | |
| 3 | +$114K | |
| 4 |
Eli Lilly
LLY
|
+$62.5K |
| 5 |
TSMC
TSM
|
+$57.5K |
Sector Composition
| 1 | Technology | 2.34% |
| 2 | Financials | 2.18% |
| 3 | Consumer Discretionary | 1.89% |
| 4 | Healthcare | 1.33% |
| 5 | Consumer Staples | 1.15% |