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
$113M
AUM Growth
+$6.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Sells

1 +$970K
2 +$357K
3 +$262K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$189K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$154K

Sector Composition

1 Technology 4.77%
2 Healthcare 0.92%
3 Energy 0.9%
4 Consumer Staples 0.87%
5 Financials 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$26.3K 0.02%
300
127
$26.3K 0.02%
206
128
$25.8K 0.02%
410
129
$25.5K 0.02%
100
130
$25.3K 0.02%
584
131
$23.8K 0.02%
470
132
$23.6K 0.02%
50
133
$23.4K 0.02%
974
134
$23.4K 0.02%
350
135
$23.2K 0.02%
600
136
$22.5K 0.02%
65
137
$21.4K 0.02%
96
138
$21.3K 0.02%
411
139
$20.8K 0.02%
854
140
$20.8K 0.02%
200
141
$20.5K 0.02%
500
142
$20K 0.02%
1,251
143
$18.8K 0.02%
212
144
$18.3K 0.02%
800
145
$18.3K 0.02%
80
146
$17.5K 0.02%
400
147
$17.3K 0.02%
688
148
$16.1K 0.01%
426
149
$15.9K 0.01%
200
150
$15.8K 0.01%
100