MBFW

Morton Brown Family Wealth Portfolio holdings

AUM $378M
1-Year Est. Return 18.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$34.5M
2
+$9.28M
3
+$8.61M
4
REET icon
iShares Global REIT ETF
REET
+$8.59M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$7.91M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.45%
2 Consumer Discretionary 0.7%
3 Financials 0.67%
4 Industrials 0.48%
5 Healthcare 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3K ﹤0.01%
+200
152
$3K ﹤0.01%
+36
153
$3K ﹤0.01%
+75
154
$3K ﹤0.01%
+12
155
$3K ﹤0.01%
+254
156
$2K ﹤0.01%
+12
157
$2K ﹤0.01%
+6
158
$2K ﹤0.01%
+22
159
$2K ﹤0.01%
+5
160
$2K ﹤0.01%
+43
161
$2K ﹤0.01%
+30
162
$2K ﹤0.01%
+42
163
$2K ﹤0.01%
+50
164
$2K ﹤0.01%
+14
165
$2K ﹤0.01%
+100
166
$2K ﹤0.01%
+57
167
$2K ﹤0.01%
+9
168
$2K ﹤0.01%
+25
169
$2K ﹤0.01%
+5
170
$2K ﹤0.01%
+1
171
$2K ﹤0.01%
+4
172
$2K ﹤0.01%
+60
173
$2K ﹤0.01%
+5
174
$2K ﹤0.01%
+80
175
$2K ﹤0.01%
+20
5 6
7
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