Morling Financial Advisors LLC 13F Portfolio

FundPortfolio ManagerPerformance 24Q4AUM# of HoldingsPerformance Rank Allocation
Morling Financial Advisors LLCMorling Financial Advisors LLC2.74%$286844000 121

Top Holdings Performance History

Morling Financial Advisors LLC Holdings Map

Top 50 Morling Financial Advisors LLC Holdings


Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Sector Date

Largest Stock Buys since Q4 2024:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Largest Stock Sells since Q4 2024:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Portfolio Structure

Sector Allocation over time

Morling Financial Advisors LLC Performance History

Performance Metric 3-Year Annualized Return 3-Year Cumulative Return Compared to other Funds

Performance vs S&P500

Performance compared to other Funds