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
$151M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$7.78M
2
+$7.03M
3
+$781K
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$765K
5
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$474K

Top Sells

1
+$5.67M
2
+$948K
3
+$365K
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$316K
5
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$293K

Sector Composition

1 Technology 4.27%
2 Consumer Staples 0.86%
3 Healthcare 0.73%
4 Energy 0.62%
5 Financials 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
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4
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$22 ﹤0.01%
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