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Home > Institutional Investor > Mfa Wealth Services > Profile

Instuitional Investor - Mfa Wealth Services

Fund Profile
Filing Period:
Fund Name: Mfa Wealth Services
Portfolio Value $124,654,635
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 19,954 $11,746,723 9.42%
2.
Schwab Strategic Trust
 FNDF 334,940 $9,150,568 7.34%
3.
American Centy Etf Tr
 75,940 $7,571,235 6.07%
4.
Ishares Tr
 46,299 $5,349,899 4.29%
5.
Ishares Trust
 IEF 60,656 $4,972,575 3.98%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)