test

Aryn Sands

@Mission Hills Financial Advisory, Llc

Latest period2024 - Q4ReportedManaged Assets$128.871MTotal holdings34
Assets growth rate9.66%Assets growth rate (2-Q avg)4.83%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Mission Hills Financial Advisory, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 34 positions.

Assets under management

The assets under management (AUM) of Mission Hills Financial Advisory, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 128.871M in assets, with a quarterly growth rate of 9.66% and a 2-quarter average growth rate of 4.83%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BIZDVaneck Etf Trust
Recent Activity
Increased 9.82%
10.39%
$13.389M
805,097 shares@ $16.64 avg price
PCNPimco Corporate & Incm Strg
Recent Activity
Increased 9.79%
9.08%
$11.699M
871,785 shares@ $13.42 avg price
MINTPimco Etf Tr
Recent Activity
Increased 11.39%
8.9%
$11.458M
114,188 shares@ $100.34 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 11.51%
6.65%
$8.559M
16,743 shares@ $511.23 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 15.15%
6.64%
$8.545M
178,687 shares@ $47.83 avg price
QYLDGlobal X Fds
Recent Activity
Increased 13.93%
5.21%
$6.711M
368,310 shares@ $18.23 avg price
KBWDInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 12.85%
5.2%
$6.694M
456,337 shares@ $14.68 avg price
RWLInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 13.84%
5.11%
$6.581M
67,209 shares@ $97.93 avg price
RQICohen & Steers Quality Incom
Recent Activity
Increased 12.6%
5.07%
$6.53M
533,466 shares@ $12.24 avg price
PDIPimco Dynamic Income Fd
Recent Activity
Increased 16.36%
4.92%
$6.338M
345,607 shares@ $18.35 avg price