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
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
718
New
Increased
Reduced
Closed

Top Buys

1
+$578K
2
+$243K
3
+$209K
4
UPS icon
United Parcel Service
UPS
+$209K
5
ANET icon
Arista Networks
ANET
+$203K

Top Sells

1
+$511K
2
+$98.4K
3
+$83.6K
4
PGX icon
Invesco Preferred ETF
PGX
+$60.1K
5
NXT icon
Nextpower Inc
NXT
+$49.9K

Sector Composition

1 Technology 26.06%
2 Industrials 10.13%
3 Consumer Discretionary 8.59%
4 Healthcare 7.2%
5 Financials 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$7.26K 0.01%
250
502
$7.25K 0.01%
1
503
$7.22K 0.01%
90
504
$7.2K 0.01%
95
+50
505
$7.16K 0.01%
127
506
$6.96K 0.01%
+20
507
$6.93K 0.01%
275
508
$6.88K 0.01%
218
+3
509
$6.71K 0.01%
14
510
$6.68K 0.01%
112
511
$6.65K ﹤0.01%
300
512
$6.65K ﹤0.01%
170
-179
513
$6.63K ﹤0.01%
85
514
$6.58K ﹤0.01%
20
515
$6.46K ﹤0.01%
250
-69
516
$6.35K ﹤0.01%
14
517
$6.34K ﹤0.01%
500
518
$6.24K ﹤0.01%
50
-10
519
$6.15K ﹤0.01%
+200
520
$6.12K ﹤0.01%
500
521
$5.98K ﹤0.01%
62
522
$5.9K ﹤0.01%
200
523
$5.86K ﹤0.01%
217
524
$5.7K ﹤0.01%
100
525
$5.63K ﹤0.01%
75
19 20
21
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