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
$4.67B
$101K 0.06%
+19,571
XLK icon
52
State Street Technology Select Sector SPDR ETF
XLK
$117B
$89.9K 0.05%
+677
TSLA icon
53
Tesla
TSLA
$1.57T
$85.1K 0.05%
+229
T icon
54
AT&T
T
$176B
$84.1K 0.05%
+2,901
VNQ icon
55
Vanguard Real Estate ETF
VNQ
$37.1B
$83.5K 0.05%
+942
MSTR icon
56
Strategy Inc
MSTR
$57.9B
$83.4K 0.05%
+668
XOM icon
57
Exxon Mobil
XOM
$644B
$83.3K 0.05%
+491
PANW icon
58
Palo Alto Networks
PANW
$205B
$78.6K 0.04%
+490
KTOS icon
59
Kratos Defense & Security Solutions
KTOS
$10.3B
$74K 0.04%
+1,050
TQQQ icon
60
ProShares UltraPro QQQ
TQQQ
$35.9B
$71K 0.04%
+1,704
AOR icon
61
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.57B
$67.1K 0.04%
+1,043
NFLX icon
62
Netflix
NFLX
$376B
$62.5K 0.03%
+650
META icon
63
Meta Platforms (Facebook)
META
$1.54T
$60.4K 0.03%
+106
ABBV icon
64
AbbVie
ABBV
$379B
$57.4K 0.03%
+264
FTCB icon
65
First Trust Core Investment Grade ETF
FTCB
$2.41B
$53.8K 0.03%
+2,567
TDIV icon
66
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.31B
$53.6K 0.03%
+572
JPM icon
67
JPMorgan Chase
JPM
$812B
$50.8K 0.03%
+173
FIXD icon
68
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.34B
$50.5K 0.03%
+1,159
CSCO icon
69
Cisco
CSCO
$467B
$49.9K 0.03%
+643
KO icon
70
Coca-Cola
KO
$349B
$49.2K 0.03%
+647
FTGS icon
71
First Trust Growth Strength ETF
FTGS
$1.24B
$45.1K 0.02%
+1,324
ABT icon
72
Abbott
ABT
$153B
$43K 0.02%
+419
ARTY
73
iShares Future AI & Tech ETF
ARTY
$3.32B
$41K 0.02%
+882
GOOG icon
74
Alphabet (Google) Class C
GOOG
$4.65T
$40.5K 0.02%
+141
UNH icon
75
UnitedHealth
UNH
$347B
$38.1K 0.02%
+141