MSA
Marathon Strategic Advisors Portfolio holdings
AUM
$131M
1-Year Est. Return
20.98%
This Fund
S&P 500
1 Year Est. Return
+20.98%
AUM
$131M
AUM Growth
+$6.02M
(+4.8%)
Holding
51
Top Buys
| 1 | +$4.5M | |
| 2 | +$1.72M | |
| 3 | +$1.48M | |
| 4 |
Microsoft
MSFT
|
+$530K |
| 5 |
BlackRock Floating Rate Income Strategies Fund
FRA
|
+$468K |
Top Sells
| 1 | +$1.52M | |
| 2 | +$809K | |
| 3 | +$556K | |
| 4 |
Credo Technology Group
CRDO
|
+$442K |
| 5 |
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$381K |
Sector Composition
| 1 | Technology | 5.65% |
| 2 | Financials | 2.54% |
| 3 | Energy | 2.4% |
| 4 | Utilities | 1.28% |
| 5 | Materials | 0.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Berkshire Hathaway Class B
BRK.B
$1.08T
| – | – |
-593
|
|