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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 $121,615,300
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 21,170 $11,895,572 9.78%
2.
Schwab Strategic Trust
 FNDF 275,281 $7,696,859 6.33%
3.
American Centy Etf Tr
 80,386 $7,529,759 6.19%
4.
Ishares Tr
 52,710 $6,226,863 5.12%
5.
Ishares Trust
 IEF 63,798 $5,278,029 4.34%
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)