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
$565M
AUM Growth
+$1.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$7.06M
2 +$4.34M
3 +$4.17M
4
ABBV icon
AbbVie
ABBV
+$3.64M
5
FDX icon
FedEx
FDX
+$3.42M

Top Sells

1 +$7.78M
2 +$7.26M
3 +$4.38M
4
PG icon
Procter & Gamble
PG
+$2.59M
5
QCOM icon
Qualcomm
QCOM
+$2.51M

Sector Composition

1 Financials 24.39%
2 Technology 16.99%
3 Healthcare 16.84%
4 Communication Services 11.74%
5 Consumer Staples 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-4,529