MSF
Mustard Seed Financial Portfolio holdings
AUM
$139M
This Quarter Return
+7.53%
1 Year Return
+13.03%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$88.5M
AUM Growth
–
Cap. Flow
+$88.5M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
53.75%
Holding
74
New
74
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$13.6M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$6.43M |
| 3 |
Vanguard Value ETF
VTV
|
$5.89M |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
$4.74M |
| 5 |
Vanguard Growth ETF
VUG
|
$4.54M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 6.04% |
| 2 | Consumer Staples | 5.58% |
| 3 | Energy | 3.84% |
| 4 | Healthcare | 3.78% |
| 5 | Financials | 2.93% |
