MMHP
Murphy Middleton Hinkle & Parker Portfolio holdings
AUM
$207M
1-Year Est. Return
14.5%
1 Year Est. Return
+14.5%
AUM
$207M
AUM Growth
+$2.12M
(+1%)
Holding
228
Top Buys
| 1 | +$10.9M | |
| 2 | +$9.23M | |
| 3 | +$7.55M | |
| 4 |
Invesco Water Resources ETF
PHO
|
+$6.47M |
| 5 |
Carnival Corp
CCL
|
+$6.45M |
Top Sells
| 1 | +$12.8B | |
| 2 | +$65.9M | |
| 3 | +$21.2M | |
| 4 |
Schwab US Large-Cap Value ETF
SCHV
|
+$8.91M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$7.71M |
Sector Composition
| 1 | Financials | 13.98% |
| 2 | Consumer Discretionary | 11.97% |
| 3 | Materials | 7.91% |
| 4 | Communication Services | 7.42% |
| 5 | Industrials | 7.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Vanguard Small-Cap Value ETF
VBR
$34.2B
| – | – |
-1,944
|
|
||
227
Vanguard FTSE Developed Markets ETF
VEA
$202B
| – | – |
-23,384
|
|
||
228
Vanguard High Dividend Yield ETF
VYM
$71.5B
| – | – |
-8,066
|
|