MLRA
Main Line Retirement Advisors Portfolio holdings
AUM
$176M
This Quarter Return
+9.1%
1 Year Return
+12.03%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$115M
AUM Growth
–
Cap. Flow
+$115M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
82.89%
Holding
37
New
37
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 1.76% |
| 2 | Technology | 1.62% |
| 3 | Healthcare | 0.62% |
| 4 | Real Estate | 0.37% |
