MA
MAS Advisors Portfolio holdings
AUM
$61.1M
This Quarter Return
-0.22%
1 Year Return
+10.5%
3 Year Return
+34.44%
5 Year Return
–
10 Year Return
–
AUM
$65M
AUM Growth
+$65M
(+9.1%)
Cap. Flow
+$5.83M
Cap. Flow
% of AUM
8.96%
Top 10 Holdings %
Top 10 Hldgs %
57.44%
Holding
74
New
2
Increased
31
Reduced
23
Closed
10
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$1.59M |
| 2 |
Vanguard Total Bond Market
BND
|
$1.43M |
| 3 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$1.35M |
| 4 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$1.07M |
| 5 |
Invesco S&P 500 Momentum ETF
SPMO
|
$841K |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$975K |
| 2 |
Vanguard S&P 500 Growth ETF
VOOG
|
$929K |
| 3 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$836K |
| 4 |
Vanguard Total World Stock ETF
VT
|
$472K |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$372K |
Sector Composition
| 1 | Technology | 3.83% |
| 2 | Financials | 3.3% |
| 3 | Energy | 2.79% |
| 4 | Real Estate | 1.63% |
| 5 | Consumer Staples | 1.36% |
