MMHP

Murphy Middleton Hinkle & Parker Portfolio holdings

AUM $179M
1-Year Est. Return 13.21%
This Quarter Est. Return
1 Year Est. Return
+13.21%
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
126
$264K 0.15%
6,271
-104
127
$263K 0.15%
1,100
128
$258K 0.15%
2,962
129
$250K 0.14%
4,801
-39,316
130
$236K 0.14%
3,233
131
$236K 0.14%
695
132
$231K 0.13%
2,266
+1
133
$216K 0.13%
5,856
134
$216K 0.13%
4,090
135
$205K 0.12%
3,515
136
$200K 0.12%
239
137
$200K 0.12%
12,281
-90
138
$185K 0.11%
13,078
139
– –
-838
140
– –
-590
141
– –
-8,960
142
– –
-9,767
2 3 4 5
6