MC
Mathes Company Portfolio holdings
AUM
$280M
1-Year Est. Return
26.63%
This Fund
S&P 500
1 Year Est. Return
+26.63%
AUM
$214M
AUM Growth
+$4.55M
(+2.2%)
Holding
140
Top Buys
| 1 | +$3.77M | |
| 2 | +$3.07M | |
| 3 | +$2.91M | |
| 4 |
PepsiCo
PEP
|
+$2.49M |
| 5 |
SLY
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
|
+$796K |
Top Sells
| 1 | +$2.83M | |
| 2 | +$2.66M | |
| 3 | +$2.66M | |
| 4 |
State Street Industrial Select Sector SPDR ETF
XLI
|
+$1.68M |
| 5 |
Amazon
AMZN
|
+$1.12M |
Sector Composition
| 1 | Industrials | 17.55% |
| 2 | Technology | 13.86% |
| 3 | Financials | 9.64% |
| 4 | Communication Services | 5.9% |
| 5 | Consumer Discretionary | 5% |