MAC
Mason & Associates (California) Portfolio holdings
AUM
$433M
1-Year Return
13.86%
This Quarter Return
-8.95%
1 Year Return
+13.86%
3 Year Return
+40.88%
5 Year Return
–
10 Year Return
–
AUM
$285M
AUM Growth
-$42.6M
(-13%)
Cap. Flow
-$7.74M
Cap. Flow
% of AUM
-2.72%
Top 10 Holdings %
Top 10 Hldgs %
69.99%
Holding
115
New
7
Increased
31
Reduced
30
Closed
29
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 2.57% |
| 2 | Financials | 2.23% |
| 3 | Energy | 1.74% |
| 4 | Healthcare | 1.45% |
| 5 | Consumer Discretionary | 1.24% |
