MMHP
Murphy Middleton Hinkle & Parker Portfolio holdings
AUM
$179M
This Quarter Return
-1.57%
1 Year Return
+13.21%
3 Year Return
+46.78%
5 Year Return
+87.01%
10 Year Return
–
AUM
$173M
AUM Growth
+$173M
(-3.5%)
Cap. Flow
-$5.59M
Cap. Flow
% of AUM
-3.23%
Top 10 Holdings %
Top 10 Hldgs %
27.32%
Holding
142
New
–
Increased
44
Reduced
50
Closed
4
Top Buys
| 1 |
Schwab US Large-Cap Value ETF
SCHV
|
$118K |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$118K |
| 3 |
Schwab US Mid-Cap ETF
SCHM
|
$118K |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
$107K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$64.2K |
Top Sells
| 1 |
GE Aerospace
GE
|
$2.46M |
| 2 |
Aflac
AFL
|
$2.05M |
| 3 |
Genuine Parts
GPC
|
$242K |
| 4 |
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
|
$242K |
| 5 |
Enterprise Products Partners
EPD
|
$216K |
Sector Composition
| 1 | Financials | 10.78% |
| 2 | Technology | 8.89% |
| 3 | Consumer Staples | 8.79% |
| 4 | Industrials | 7.52% |
| 5 | Healthcare | 6.12% |
