MMHP

Murphy Middleton Hinkle & Parker Portfolio holdings

AUM $216M
1-Year Est. Return 15.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
-$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$207K
2
+$203K
3
+$116K
4
CVX icon
Chevron
CVX
+$93.3K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$90.8K

Top Sells

1
+$283K
2
+$252K
3
+$227K
4
AAPL icon
Apple
AAPL
+$222K
5
MDLZ icon
Mondelez International
MDLZ
+$218K

Sector Composition

1 Financials 9.36%
2 Technology 8.41%
3 Consumer Staples 8.4%
4 Healthcare 8.27%
5 Consumer Discretionary 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$150K 0.1%
13,363
-1,275
127
$148K 0.1%
12,281
128
– –
-5,856
129
– –
-6,422
130
– –
-1,859
131
– –
-477
132
– –
-6,391
133
– –
-3,515
134
– –
-1,000
135
– –
-6,000
136
– –
-9,623
2 3 4 5
6