MMCM

Murphy & Mullick Capital Management Portfolio holdings

AUM $135M
1-Year Est. Return 29.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
-$3.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
862
New
Increased
Reduced
Closed

Top Sells

1 +$635K
2 +$337K
3 +$213K
4
TSM icon
TSMC
TSM
+$201K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$199K

Sector Composition

1 Technology 21.77%
2 Industrials 10.54%
3 Consumer Discretionary 7.53%
4 Healthcare 7.29%
5 Financials 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
URI icon
351
United Rentals
URI
$66.7B
$30.6K 0.02%
42
OPCH icon
352
Option Care Health
OPCH
$3.18B
$30.3K 0.02%
1,125
TWLO icon
353
Twilio
TWLO
$34.3B
$29.8K 0.02%
237
-53
SHEL icon
354
Shell
SHEL
$242B
$29.7K 0.02%
319
LLYVA icon
355
Liberty Live Group Series A
LLYVA
$8.47B
$29.6K 0.02%
323
IYF icon
356
iShares US Financials ETF
IYF
$3.47B
$29.4K 0.02%
250
SCZ icon
357
iShares MSCI EAFE Small-Cap ETF
SCZ
$14.6B
$28.9K 0.02%
369
MDB icon
358
MongoDB
MDB
$29.5B
$28.9K 0.02%
118
-2
CPRX icon
359
Catalyst Pharmaceutical
CPRX
$3.83B
$28.5K 0.02%
1,150
IDEV icon
360
iShares Core MSCI International Developed Markets ETF
IDEV
$30.5B
$28K 0.02%
335
-33
NOC icon
361
Northrop Grumman
NOC
$74.8B
$27.3K 0.02%
40
TTE icon
362
TotalEnergies
TTE
$199B
$27.2K 0.02%
299
-1
EMR icon
363
Emerson Electric
EMR
$78.9B
$27.1K 0.02%
207
-1
ZS icon
364
Zscaler
ZS
$21.7B
$27.1K 0.02%
193
-215
IUSG icon
365
iShares Core S&P US Growth ETF
IUSG
$32.6B
$27K 0.02%
174
IBKR icon
366
Interactive Brokers
IBKR
$38.9B
$26.8K 0.02%
400
FMAR icon
367
FT Vest US Equity Buffer ETF March
FMAR
$1.17B
$26.7K 0.02%
550
DAVE icon
368
Dave Inc
DAVE
$3.19B
$26.1K 0.02%
150
BOUT icon
369
CapForce IBD Breakout Opportunities ETF
BOUT
$16.7M
$25.7K 0.02%
655
+1
AIOO
370
AllianzIM U.S. Equity Buffer100 Protection ETF
AIOO
$38.8M
$25.7K 0.02%
1,000
EUDV icon
371
ProShares MSCI Europe Dividend Growers ETF
EUDV
$8.3M
$25.6K 0.02%
500
CAIE
372
Calamos Autocallable Income ETF
CAIE
$942M
$25.1K 0.02%
+1,000
VMBS icon
373
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.1B
$25.1K 0.02%
535
-28
SOFI icon
374
SoFi Technologies
SOFI
$21.5B
$25K 0.02%
1,575
+75
KMX icon
375
CarMax
KMX
$6.56B
$24.9K 0.02%
600