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
$886M
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1 +$3.87M
2 +$2.78M
3 +$2.17M
4
ETN icon
Eaton
ETN
+$1.79M
5
SLB icon
SLB Limited
SLB
+$1.46M

Top Sells

1 +$10.4M
2 +$1.52M
3 +$1.42M
4
ZBH icon
Zimmer Biomet
ZBH
+$1.28M
5
DUK icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-19,939