MCA

Maryland Capital Advisors Portfolio holdings

AUM $279M
1-Year Est. Return 8.54%
This Quarter Est. Return
1 Year Est. Return
+8.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$7.06M
2
+$2.69M
3
+$1.51M
4
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$861K
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$765K

Top Sells

1
+$4.84M
2
+$3.71M
3
+$793K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$463K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$410K

Sector Composition

1 Technology 1.47%
2 Healthcare 1.03%
3 Energy 1.01%
4 Consumer Staples 0.92%
5 Financials 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
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