MSA

Marathon Strategic Advisors Portfolio holdings

AUM $125M
1-Year Est. Return 16.31%
This Quarter Est. Return
1 Year Est. Return
+16.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$73.8M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 2.55%
2 Technology 1.12%
3 Utilities 0.44%
4 Consumer Staples 0.44%
5 Healthcare 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$324K 0.44%
+3,988
27
$324K 0.44%
+1,906
28
$270K 0.37%
+583
29
$217K 0.29%
+2,876
30
$202K 0.27%
+650