MA
MAS Advisors Portfolio holdings
AUM
$61.1M
This Quarter Return
-1.27%
1 Year Return
+10.5%
3 Year Return
+34.44%
5 Year Return
–
10 Year Return
–
AUM
$59.6M
AUM Growth
+$59.6M
(+27%)
Cap. Flow
+$13.8M
Cap. Flow
% of AUM
23.18%
Top 10 Holdings %
Top 10 Hldgs %
46.27%
Holding
87
New
10
Increased
20
Reduced
30
Closed
15
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$4.3M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$3.86M |
| 3 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$3.42M |
| 4 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$3.28M |
| 5 |
Invesco S&P 500 Momentum ETF
SPMO
|
$2.04M |
Top Sells
Sector Composition
| 1 | Technology | 5.05% |
| 2 | Financials | 3.03% |
| 3 | Energy | 2.73% |
| 4 | Real Estate | 1.78% |
| 5 | Communication Services | 1.44% |
