MSA
Marathon Strategic Advisors Portfolio holdings
AUM
$139M
1-Year Est. Return
23.53%
This Fund
S&P 500
1 Year Est. Return
+23.53%
AUM
$139M
AUM Growth
+$8.09M
(+6.2%)
Holding
52
Top Buys
| 1 | +$3.19M | |
| 2 | +$1.55M | |
| 3 | +$677K | |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$454K |
| 5 |
State Street SPDR Portfolio Emerging Markets ETF
SPEM
|
+$420K |
Top Sells
| 1 | +$443K | |
| 2 | +$256K | |
| 3 | +$243K | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$64.9K |
| 5 |
Stryker
SYK
|
+$33.4K |
Sector Composition
| 1 | Technology | 7.35% |
| 2 | Energy | 3.34% |
| 3 | Financials | 2.54% |
| 4 | Utilities | 1.35% |
| 5 | Materials | 0.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
GraniteShares Gold Shares
BAR
$1.63B
| $213K | 0.15% |
+4,613
|
|
||
52
Arch Capital
ACGL
$34.3B
| $207K | 0.15% |
2,155
|
|