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MPG

My Portfolio Guide Portfolio holdings

AUM $181M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.55%
2 Energy 0.84%
3 Industrials 0.79%
4 Healthcare 0.72%
5 Consumer Staples 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ACHR icon
51
Archer Aviation
ACHR
$3.8B
$101K 0.06%
+19,571
XLK icon
52
State Street Technology Select Sector SPDR ETF
XLK
$118B
$89.9K 0.05%
+677
TSLA icon
53
Tesla
TSLA
$1.48T
$85.1K 0.05%
+229
T icon
54
AT&T
T
$143B
$84.1K 0.05%
+2,901
VNQ icon
55
Vanguard Real Estate ETF
VNQ
$38B
$83.5K 0.05%
+942
MSTR icon
56
Strategy Inc
MSTR
$36.1B
$83.4K 0.05%
+668
XOM icon
57
ExxonMobil
XOM
$568B
$83.3K 0.05%
+491
PANW icon
58
Palo Alto Networks
PANW
$284B
$78.6K 0.04%
+490
KTOS icon
59
Kratos Defense & Security Solutions
KTOS
$10.4B
$74K 0.04%
+1,050
TQQQ icon
60
ProShares UltraPro QQQ
TQQQ
$35.1B
$71K 0.04%
+1,704
AOR icon
61
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.67B
$67.1K 0.04%
+1,043
NFLX icon
62
Netflix
NFLX
$327B
$62.5K 0.03%
+650
META icon
63
Meta Platforms (Facebook)
META
$1.48T
$60.4K 0.03%
+106
ABBV icon
64
AbbVie
ABBV
$461B
$57.4K 0.03%
+264
FTCB icon
65
First Trust Core Investment Grade ETF
FTCB
$2.51B
$53.8K 0.03%
+2,567
TDIV icon
66
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.25B
$53.6K 0.03%
+572
JPM icon
67
JPMorgan Chase
JPM
$896B
$50.8K 0.03%
+173
FIXD icon
68
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.29B
$50.5K 0.03%
+1,159
CSCO icon
69
Cisco
CSCO
$444B
$49.9K 0.03%
+643
KO icon
70
Coca-Cola
KO
$362B
$49.2K 0.03%
+647
FTGS icon
71
First Trust Growth Strength ETF
FTGS
$1.27B
$45.1K 0.02%
+1,324
ABT icon
72
Abbott
ABT
$166B
$43K 0.02%
+419
ARTY
73
iShares Future AI & Tech ETF
ARTY
$3.66B
$41K 0.02%
+882
GOOG icon
74
Alphabet (Google) Class C
GOOG
$4.35T
$40.5K 0.02%
+141
UNH icon
75
UnitedHealth
UNH
$386B
$38.1K 0.02%
+141