MLRA

Main Line Retirement Advisors Portfolio holdings

AUM $195M
1-Year Est. Return 11.09%
This Quarter Est. Return
1 Year Est. Return
+11.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$106M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$11.7M
3
+$9.99M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$9.69M
5
CGGR icon
Capital Group Growth ETF
CGGR
+$9.67M

Top Sells

No sells this quarter

Sector Composition

1 Financials 1.83%
2 Technology 1.43%
3 Healthcare 0.56%
4 Real Estate 0.38%
5 Consumer Staples 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$235K 0.22%
+1,320
27
$227K 0.21%
+1,209
28
$220K 0.21%
+3,008
29
$220K 0.21%
+594
30
$207K 0.19%
+1,249
31
$203K 0.19%
+10,291
32
$200K 0.19%
+2,742
1
2