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Clifton Yasutomi

Mission Financial Group, Llc

Assets Managed
$108.311M
Holdings
146
Last Quarter
2025 - Q1
Filed Date
1mo 12d ago
Growth Rate
0.9%(2Q avg: 0.45%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Mission Financial Group, Llc's 2025 - Q1 portfolio, based on their 13F SEC filing, out of a total of 146 positions.

Assets under management

The assets under management (AUM) of Mission Financial Group, 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 2025 - Q1, they manage 108.311M in assets, with a quarterly growth rate of 0.9% and a 2-quarter average growth rate of 0.45%. The portfolio is managed by Clifton Yasutomi, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MINT
Pimco Enhanced Short Maturit
Recent Activity
Increased 85.81%
6.88%
$7.444M
74,018 shares@ $100.57 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 0.48%
6.28%
$6.797M
21,186 shares@ $320.81 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.94%
3.99%
$4.32M
17,020 shares@ $253.8 avg price
TBUX
T Rowe Price Ultra Short-ter
Recent Activity
Decreased -14.68%
3.58%
$3.868M
77,750 shares@ $49.76 avg price
IGLD
Ft Vest Gold Strategy Target
Recent Activity
Increased 1.05%
3.28%
$3.546M
138,890 shares@ $25.53 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 2.33%
2.29%
$2.475M
6,687 shares@ $370.17 avg price
DAUG
Ft Vest U.s. Equity Deep Buf
Recent Activity
Decreased -0.55%
1.97%
$2.126M
48,814 shares@ $43.56 avg price
FTHI
Fthi First Trust Exchange-tr
Recent Activity
Decreased -2.13%
1.96%
$2.122M
92,455 shares@ $22.96 avg price
GLD
Spdr Gold Shares
Recent Activity
Decreased -6.51%
1.92%
$2.074M
4,821 shares@ $430.29 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 0.38%
1.85%
$1.997M
6,944 shares@ $287.58 avg price

1-10 of 146