MMHP
Murphy Middleton Hinkle & Parker Portfolio holdings
AUM
$179M
This Quarter Return
-2.95%
1 Year Return
+13.21%
3 Year Return
+46.78%
5 Year Return
+87.01%
10 Year Return
–
AUM
$129M
AUM Growth
+$129M
(-4.2%)
Cap. Flow
-$210K
Cap. Flow
% of AUM
-0.16%
Top 10 Holdings %
Top 10 Hldgs %
27.46%
Holding
122
New
2
Increased
34
Reduced
49
Closed
2
Top Buys
| 1 |
Aflac
AFL
|
$966K |
| 2 |
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
|
$525K |
| 3 |
Booking.com
BKNG
|
$239K |
| 4 |
TSS
Total System Services, Inc.
TSS
|
$200K |
| 5 |
IBDN
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
|
$75.2K |
Top Sells
| 1 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$360K |
| 2 |
Kraft Heinz
KHC
|
$220K |
| 3 |
Dominion Energy
D
|
$214K |
| 4 |
First Trust Managed Municipal ETF
FMB
|
$189K |
| 5 |
NNN REIT
NNN
|
$173K |
Sector Composition
| 1 | Financials | 9.39% |
| 2 | Consumer Staples | 8.19% |
| 3 | Industrials | 7.77% |
| 4 | Healthcare | 7.45% |
| 5 | Energy | 6.52% |
