MMHP

Murphy Middleton Hinkle & Parker Portfolio holdings

AUM $205M
1-Year Est. Return 12.04%
This Quarter Est. Return
1 Year Est. Return
+12.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$173M
AUM Growth
-$6.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$118K
2
+$118K
3
+$118K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$107K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$64.2K

Top Sells

1
+$2.05M
2
+$242K
3
+$242K
4
EPD icon
Enterprise Products Partners
EPD
+$216K
5
DE icon
Deere & Co
DE
+$208K

Sector Composition

1 Financials 10.78%
2 Technology 8.89%
3 Consumer Staples 8.79%
4 Industrials 7.52%
5 Healthcare 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$722K 0.42%
3,126
-12
77
$707K 0.41%
6,836
-22
78
$692K 0.4%
17,658
+19
79
$685K 0.4%
3,077
80
$662K 0.38%
11,263
-80
81
$644K 0.37%
3,287
+1
82
$605K 0.35%
3,995
83
$554K 0.32%
2,299
84
$552K 0.32%
3,443
+67
85
$547K 0.32%
2,792
86
$531K 0.31%
35,903
87
$520K 0.3%
25,483
-650
88
$509K 0.29%
37,550
89
$500K 0.29%
2,746
-18
90
$497K 0.29%
18,748
-935
91
$496K 0.29%
8,381
92
$473K 0.27%
7,884
93
$449K 0.26%
3,391
-7
94
$448K 0.26%
2,740
+1
95
$447K 0.26%
3,340
96
$440K 0.25%
1,570
97
$436K 0.25%
4,228
+6
98
$425K 0.25%
14,935
-249
99
$411K 0.24%
3,903
100
$407K 0.24%
1,685
2 3
4
5 6