MAC
Mason & Associates (California) Portfolio holdings
AUM
$433M
1-Year Return
13.86%
This Quarter Return
-3.52%
1 Year Return
+13.86%
3 Year Return
+40.88%
5 Year Return
–
10 Year Return
–
AUM
$282M
AUM Growth
-$2.3M
(-0.81%)
Cap. Flow
+$7.49M
Cap. Flow
% of AUM
2.65%
Top 10 Holdings %
Top 10 Hldgs %
73.25%
Holding
89
New
3
Increased
39
Reduced
15
Closed
8
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 2.5% |
| 2 | Financials | 2.16% |
| 3 | Energy | 1.81% |
| 4 | Consumer Discretionary | 1.32% |
| 5 | Healthcare | 1.28% |
