MAA
Matrix Asset Advisors Portfolio holdings
AUM
$988M
This Quarter Return
+3.47%
1 Year Return
+17.1%
3 Year Return
+59.1%
5 Year Return
+99.24%
10 Year Return
+169.42%
AUM
$886M
AUM Growth
+$886M
(+3.1%)
Cap. Flow
+$2.63M
Cap. Flow
% of AUM
0.3%
Top 10 Holdings %
Top 10 Hldgs %
33.41%
Holding
84
New
5
Increased
37
Reduced
27
Closed
3
Top Buys
| 1 |
Gen Digital
GEN
|
$3.87M |
| 2 |
Teradata
TDC
|
$2.78M |
| 3 |
MetLife
MET
|
$2.17M |
| 4 |
Eaton
ETN
|
$1.79M |
| 5 |
Schlumberger
SLB
|
$1.46M |
Top Sells
| 1 |
Coca-Cola
KO
|
$10.4M |
| 2 |
Procter & Gamble
PG
|
$1.52M |
| 3 |
SWN
Southwestern Energy Company
SWN
|
$1.42M |
| 4 |
Zimmer Biomet
ZBH
|
$1.28M |
| 5 |
Duke Energy
DUK
|
$1.19M |
Sector Composition
| 1 | Financials | 25.75% |
| 2 | Healthcare | 18.03% |
| 3 | Technology | 17.44% |
| 4 | Energy | 13.85% |
| 5 | Industrials | 9.22% |