MA

MAS Advisors Portfolio holdings

AUM $61.1M
1-Year Est. Return 10.5%
This Quarter Est. Return
1 Year Est. Return
+10.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$86.6M
AUM Growth
+$9.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$313K
2 +$289K
3 +$282K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$279K
5
OBDC icon
Blue Owl Capital
OBDC
+$271K

Top Sells

1 +$454K
2 +$206K
3 +$14.8K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.5K
5
MSFT icon
Microsoft
MSFT
+$7.57K

Sector Composition

1 Technology 2.85%
2 Energy 2.28%
3 Real Estate 2.22%
4 Financials 1.99%
5 Communication Services 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,398