Aryn Sands

@Mission Hills Financial Advisory, Llc

Latest period2024 - Q4

Reported15d ago

Managed Assets$128.871M

Total 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

Investment	Portfolio %	Reported Value	Recent Activity
BIZD Vaneck Etf Trust Recent Activity Increased 9.82%	10.39%	$13.389M 805,097 shares@ $16.64 avg price	Increased 9.82%
PCN Pimco Corporate & Incm Strg Recent Activity Increased 9.79%	9.08%	$11.699M 871,785 shares@ $13.42 avg price	Increased 9.79%
MINT Pimco Etf Tr Recent Activity Increased 11.39%	8.9%	$11.458M 114,188 shares@ $100.34 avg price	Increased 11.39%
QQQ Invesco Qqq Tr Recent Activity Increased 11.51%	6.65%	$8.559M 16,743 shares@ $511.23 avg price	Increased 11.51%
VEA Vanguard Tax-managed Fds Recent Activity Increased 15.15%	6.64%	$8.545M 178,687 shares@ $47.83 avg price	Increased 15.15%
QYLD Global X Fds Recent Activity Increased 13.93%	5.21%	$6.711M 368,310 shares@ $18.23 avg price	Increased 13.93%
KBWD Invesco Exch Traded Fd Tr Ii Recent Activity Increased 12.85%	5.2%	$6.694M 456,337 shares@ $14.68 avg price	Increased 12.85%
RWL Invesco Exch Traded Fd Tr Ii Recent Activity Increased 13.84%	5.11%	$6.581M 67,209 shares@ $97.93 avg price	Increased 13.84%
RQI Cohen & Steers Quality Incom Recent Activity Increased 12.6%	5.07%	$6.53M 533,466 shares@ $12.24 avg price	Increased 12.6%
PDI Pimco Dynamic Income Fd Recent Activity Increased 16.36%	4.92%	$6.338M 345,607 shares@ $18.35 avg price	Increased 16.36%

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