MCA

Martin Capital Advisors Portfolio holdings

AUM $166M
1-Year Est. Return 20.36%
This Quarter Est. Return
1 Year Est. Return
+20.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
+$5.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$646K
2
+$8.89K
3
+$8.75K
4
CRWD icon
CrowdStrike
CRWD
+$8.43K
5
QCOM icon
Qualcomm
QCOM
+$7.77K

Top Sells

1
+$1.23M
2
+$480K
3
+$208K
4
LRCX icon
Lam Research
LRCX
+$105K
5
ISRG icon
Intuitive Surgical
ISRG
+$49.8K

Sector Composition

1 Technology 42.02%
2 Healthcare 13.36%
3 Financials 11.58%
4 Consumer Discretionary 10.75%
5 Consumer Staples 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$400K 0.3%
1,814
52
$396K 0.3%
3,970
+69
53
$352K 0.26%
3,056
54
$345K 0.26%
1,588
55
$343K 0.26%
1,996
56
$323K 0.24%
6,014
57
$314K 0.24%
5,797
58
$279K 0.21%
1,981
-43
59
$278K 0.21%
539
60
$276K 0.21%
2,091
-129
61
$276K 0.21%
4,605
62
$271K 0.2%
3,207
-224
63
$257K 0.19%
1,510
+42
64
$250K 0.19%
1,544
+46
65
$213K 0.16%
1,231
66
$203K 0.15%
3,960
67
– –
-3,545
1 2
3