MIAS

Mason Investment Advisory Services Portfolio holdings

AUM $1.83B
1-Year Est. Return 10.94%
This Quarter Est. Return
1 Year Est. Return
+10.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$362M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 2.81%
2 Technology 2.64%
3 Healthcare 1.66%
4 Consumer Staples 1.53%
5 Communication Services 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$219K 0.06%
+1,140
77
$215K 0.06%
+7,157
78
$209K 0.06%
+800
79
$209K 0.06%
+3,171
80
$201K 0.06%
+1,202