Mirsky Financial Management Corp.

Latest statistics and disclosures from Mirsky Financial Management Corp.'s latest quarterly 13F-HR filing:

  • Top 5 stock holdings are AGG, IVE, SHY, EFAV, IJH, and represent 38.30% of Mirsky Financial Management Corp.'s stock portfolio.
  • Added to shares of these 10 stocks: AOS (+$8.1M), AGG, LQDH, FLTB, IAGG, FLOT, EMB, PFF, IBDQ, SHY.
  • Started 8 new stock positions in IBDQ, PFF, FDIS, LQDH, FMAT, AOS, XLK, FIDU.
  • Reduced shares in these 10 stocks: GLW, AMZN, FHLC, DVY, IJR, IEF, SUB, NYF, IVW, IVV.
  • Sold out of its positions in AMZN.
  • Mirsky Financial Management Corp. was a net buyer of stock by $14M.
  • Mirsky Financial Management Corp. has $216M in assets under management (AUM), dropping by 10.85%.
  • Central Index Key (CIK): 0001764144

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Portfolio Holdings for Mirsky Financial Management Corp.

Companies in the Mirsky Financial Management Corp. portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 10.5 $23M +7% 200k 113.83
Ishares Tr S&p 500 Val Etf (IVE) 8.1 $17M 123k 141.24
Ishares Tr 1 3 Yr Treas Bd (SHY) 7.0 $15M 175k 86.25
Ishares Tr Msci Eafe Min Vl (EFAV) 6.5 $14M 193k 72.99
Ishares Tr Core S&p Mcp Etf (IJH) 6.2 $13M 51k 260.29
Ishares Tr S&p 500 Grwt Etf (IVW) 5.8 $13M 193k 65.11
Fidelity Covington Trust Ltd Trm Bd Etf (FLTB) 4.3 $9.4M +8% 179k 52.27
A. O. Smith Corporation (AOS) 3.8 $8.1M NEW 120k 67.61
Ishares Tr Core Msci Eafe (IEFA) 3.7 $8.0M 111k 72.05
Ishares Msci Emerg Mrkt (EEMV) 3.5 $7.4M 118k 63.16
Fidelity Covington Trust Msci Utils Index (FUTY) 3.2 $6.9M +3% 167k 41.49
Ishares Tr Core S&p Scp Etf (IJR) 2.9 $6.3M 58k 108.53
Ishares Tr Sp Smcp600vl Etf (IJS) 2.8 $6.1M 60k 100.74
Invesco Activly Mangd Etc Optimum Yield (PDBC) 2.6 $5.6M 328k 17.24

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Proshares Tr S&p Mdcp 400 Div (REGL) 2.6 $5.6M 81k 69.68
Fidelity Covington Trust Consmr Staples (FSTA) 2.4 $5.2M 126k 41.59
Ishares Tr Core Intl Aggr (IAGG) 2.4 $5.2M +11% 95k 54.86
Fidelity Covington Trust Msci Hlth Care I (FHLC) 2.3 $5.0M -2% 85k 58.95
Ishares Tr Barclays 7 10 Yr (IEF) 2.3 $5.0M 44k 112.93
Ishares Tr Fltg Rate Nt Etf (FLOT) 2.2 $4.8M +10% 95k 50.78
Ishares Tr Core Div Grwth (DGRO) 2.1 $4.6M 94k 48.27
Ishares Tr Msci Usa Min Vol (USMV) 2.1 $4.5M 66k 69.19
Ishares Tr Shrt Nat Mun Etf (SUB) 1.9 $4.1M 38k 107.83
Ishares Tr Tips Bd Etf (TIP) 1.7 $3.7M +6% 30k 125.50
Ishares Tr National Mun Etf (MUB) 1.3 $2.8M +5% 24k 116.06
Ishares Tr Jpmorgan Usd Emg (EMB) 0.9 $2.0M +19% 19k 108.86
Ishares Tr Core High Dv Etf (HDV) 0.9 $2.0M 21k 94.91
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) 0.5 $1.0M NEW 11k 96.48
Ishares Tr Msci Eafe Etf (EFA) 0.4 $951k 13k 75.86
Ishares Tr Core S&p500 Etf (IVV) 0.4 $776k -5% 2.0k 397.74
Corning Incorporated (GLW) 0.3 $541k -40% 12k 43.50
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $509k 2.1k 242.84
Ishares Tr New York Mun Etf (NYF) 0.2 $497k -13% 8.6k 57.64
Apple (AAPL) 0.2 $413k 3.4k 122.26
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $380k +81% 3.6k 105.73
Ishares Core Msci Emkt (IEMG) 0.2 $365k -2% 5.7k 64.28
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $318k NEW 8.3k 38.41
Ishares Tr Select Divid Etf (DVY) 0.1 $308k -32% 2.7k 114.03
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $278k 2.1k 129.85
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.1 $244k NEW 9.1k 26.79
Ishares Tr Msci Lw Crb Tg (CRBN) 0.1 $232k 1.5k 156.44
Select Sector Spdr Tr Technology (XLK) 0.1 $219k NEW 1.6k 133.05
Bristol Myers Squibb (BMY) 0.1 $215k -8% 3.4k 63.22
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.1 $211k NEW 2.8k 76.26
Fidelity Covington Trust Msci Indl Indx (FIDU) 0.1 $208k NEW 4.0k 51.97
Fidelity Covington Trust Msci Matls Index (FMAT) 0.1 $206k NEW 4.6k 44.35

Past Filings by Mirsky Financial Management Corp.

SEC 13F filings are viewable for Mirsky Financial Management Corp. going back to 2018