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MIAS
Mason Investment Advisory Services Portfolio holdings
AUM
$2.17B
1-Year Est. Return
28.39%
This Fund
S&P 500
1 Year Est. Return
+28.39%
AUM
$2.17B
AUM Growth
+$58.2M
(+2.8%)
Holding
83
Top Buys
| 1 | +$9.95M | |
| 2 | +$9.46M | |
| 3 | +$3.49M | |
| 4 |
Capital Group International Focus Equity ETF
CGXU
|
+$3.22M |
| 5 |
Vanguard Growth ETF
VUG
|
+$1.16M |
Top Sells
| 1 | +$7.07M | |
| 2 | +$5.67M | |
| 3 | +$4.91M | |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$2.33M |
| 5 |
Avantis US Small Cap Equity ETF
AVSC
|
+$1.38M |
Sector Composition
| 1 | Energy | 0.23% |
| 2 | Technology | 0.14% |
| 3 | Consumer Staples | 0.06% |
| 4 | Communication Services | 0.04% |
| 5 | Consumer Discretionary | 0.03% |
