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
VIGI icon
401
Vanguard International Dividend Appreciation ETF
VIGI
$8.93B
$18.7K 0.01%
211
ARTY
402
iShares Future AI & Tech ETF
ARTY
$2.61B
$18.6K 0.01%
400
IEV icon
403
iShares Europe ETF
IEV
$1.76B
$18.3K 0.01%
270
GRAB icon
404
Grab
GRAB
$17.3B
$18.3K 0.01%
5,000
XLB icon
405
State Street Materials Select Sector SPDR ETF
XLB
$7.17B
$18.2K 0.01%
365
+225
RVTY icon
406
Revvity
RVTY
$10.5B
$17.8K 0.01%
203
-300
SPYI icon
407
NEOS S&P 500 High Income ETF
SPYI
$8.84B
$17.3K 0.01%
350
JCI icon
408
Johnson Controls International
JCI
$86.2B
$17.2K 0.01%
131
JHEM icon
409
John Hancock Multifactor Emerging Markets ETF
JHEM
$907M
$17.1K 0.01%
500
USMV icon
410
iShares MSCI USA Min Vol Factor ETF
USMV
$23.1B
$17.1K 0.01%
184
VGSH icon
411
Vanguard Short-Term Treasury ETF
VGSH
$29B
$16.9K 0.01%
289
MDLN
412
Medline Inc
MDLN
$38.7B
$16.7K 0.01%
+375
TOL icon
413
Toll Brothers
TOL
$13.9B
$16.5K 0.01%
121
XLG icon
414
Invesco S&P 500 Top 50 ETF
XLG
$10.7B
$16.4K 0.01%
300
CIEN icon
415
Ciena
CIEN
$71.7B
$16.3K 0.01%
42
SLYV icon
416
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.37B
$16.2K 0.01%
171
IEF icon
417
iShares 7-10 Year Treasury Bond ETF
IEF
$49.7B
$16.1K 0.01%
169
ATO icon
418
Atmos Energy
ATO
$30.9B
$16.1K 0.01%
87
SHV icon
419
iShares 0-1 Year Treasury Bond ETF
SHV
$21.1B
$16K 0.01%
145
DIVO icon
420
Amplify CWP Enhanced Dividend Income ETF
DIVO
$6.89B
$16K 0.01%
357
+5
IYY icon
421
iShares Dow Jones US ETF
IYY
$2.82B
$15.8K 0.01%
100
FMAY icon
422
FT Vest US Equity Buffer ETF May
FMAY
$1.11B
$15.8K 0.01%
300
SONY icon
423
Sony
SONY
$128B
$15.8K 0.01%
765
CCK icon
424
Crown Holdings
CCK
$12B
$15.4K 0.01%
154
SKYY icon
425
First Trust Cloud Computing ETF
SKYY
$2.5B
$15.3K 0.01%
140