MAA

Matrix Asset Advisors Portfolio holdings

AUM $1.08B
1-Year Est. Return 15.98%
This Quarter Est. Return
1 Year Est. Return
+15.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$879M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1 +$10.3M
2 +$5.29M
3 +$4.89M
4
JCI icon
Johnson Controls International
JCI
+$4.29M
5
TGT icon
Target
TGT
+$3.98M

Top Sells

1 +$7.59M
2 +$3.79M
3 +$2.96M
4
JNJ icon
Johnson & Johnson
JNJ
+$2.75M
5
WFC icon
Wells Fargo
WFC
+$2.36M

Sector Composition

1 Financials 25.31%
2 Energy 17.04%
3 Healthcare 17.04%
4 Technology 15.21%
5 Industrials 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-84,560