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MCA

Martin Capital Advisors Portfolio holdings

AUM $158M
1-Year Est. Return 22.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$283K
2
+$267K
3
+$203K
4
GLW icon
Corning
GLW
+$182K
5
CRWD icon
CrowdStrike
CRWD
+$171K

Top Sells

1
+$315K
2
+$289K
3
+$265K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$157K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$122K

Sector Composition

1 Technology 45.36%
2 Financials 12.33%
3 Healthcare 11.13%
4 Consumer Discretionary 10.56%
5 Communication Services 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$549K 0.33%
3,971
+395
52
$538K 0.32%
5,914
-100
53
$520K 0.31%
7,975
54
$502K 0.3%
4,605
55
$495K 0.3%
2,418
+39
56
$494K 0.3%
2,016
+29
57
$456K 0.28%
1,814
58
$421K 0.25%
2,365
59
$408K 0.25%
1,236
+250
60
$370K 0.22%
1,588
61
$363K 0.22%
3,210
62
$341K 0.21%
1,850
+640
63
$322K 0.19%
1,936
64
$301K 0.18%
+1,479
65
$291K 0.18%
+2,011
66
$288K 0.17%
1,718
67
$269K 0.16%
1,664
68
$265K 0.16%
1,891
69
$238K 0.14%
1,629
+48
70
$228K 0.14%
+2,780
71
$216K 0.13%
499
72
$210K 0.13%
3,960
73
$206K 0.12%
+2,601
74
$201K 0.12%
3,353
-192
1 2
3