MLRA
Main Line Retirement Advisors Portfolio holdings
AUM
$176M
This Quarter Return
+6.08%
1 Year Return
+12.03%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$146M
AUM Growth
+$146M
(+12%)
Cap. Flow
+$7.39M
Cap. Flow
% of AUM
5.07%
Top 10 Holdings %
Top 10 Hldgs %
85.05%
Holding
37
New
2
Increased
29
Reduced
4
Closed
–
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 1.73% |
| 2 | Financials | 1.48% |
| 3 | Energy | 0.68% |
| 4 | Healthcare | 0.67% |
| 5 | Real Estate | 0.36% |
