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
$123M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
729
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$621K
3
+$318K
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$272K
5
NVDA icon
NVIDIA
NVDA
+$208K

Top Sells

1
+$318K
2
+$300K
3
+$168K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$146K
5
PMT
PennyMac Mortgage Investment
PMT
+$133K

Sector Composition

1 Technology 24.55%
2 Industrials 10.98%
3 Consumer Discretionary 7.85%
4 Healthcare 7.59%
5 Financials 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$23.8K 0.02%
1,400
+1,075
352
$23.7K 0.02%
+78
353
$23.7K 0.02%
500
354
$23.7K 0.02%
87
355
$23.6K 0.02%
192
356
$23K 0.02%
319
357
$22.8K 0.02%
368
-171
358
$22.7K 0.02%
347
359
$22.5K 0.02%
+350
360
$22.5K 0.02%
40
361
$22.1K 0.02%
100
362
$21.9K 0.02%
200
363
$21.9K 0.02%
220
364
$21.7K 0.02%
32
365
$21.5K 0.02%
112
366
$21.3K 0.02%
1,500
367
$21.2K 0.02%
1,000
368
$21.1K 0.02%
375
-250
369
$20.4K 0.02%
206
+1
370
$19.8K 0.02%
19
371
$19K 0.02%
192
372
$18.7K 0.02%
379
+1
373
$18.6K 0.02%
765
374
$18.5K 0.02%
+75
375
$18.4K 0.02%
1,000
13 14
15
16 17