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
$971M
AUM Growth
-$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$20M
2 +$12.2M
3 +$9.18M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$5.45M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.61M

Top Sells

1 +$36.8M
2 +$2.67M
3 +$1.9M
4
COP icon
ConocoPhillips
COP
+$1.83M
5
CRM icon
Salesforce
CRM
+$1.8M

Sector Composition

1 Technology 0.48%
2 Energy 0.37%
3 Financials 0.24%
4 Consumer Staples 0.23%
5 Industrials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,668