MCA

Maryland Capital Advisors Portfolio holdings

AUM $295M
1-Year Est. Return 12.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$227M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$8.13M
2
+$1.67M
3
+$1.58M
4
VTV icon
Vanguard Value ETF
VTV
+$689K
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$640K

Top Sells

1
+$1.07M
2
+$429K
3
+$384K
4
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$297K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$290K

Sector Composition

1 Technology 7.7%
2 Financials 0.75%
3 Consumer Staples 0.7%
4 Energy 0.51%
5 Healthcare 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
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