MAA

Matrix Asset Advisors Portfolio holdings

AUM $1.11B
1-Year Est. Return 19.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.7%
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 +$6.68M
2 +$5.04M
3 +$4.04M
4
FDX icon
FedEx
FDX
+$3.79M
5
ABBV icon
AbbVie
ABBV
+$3.29M

Top Sells

1 +$7.74M
2 +$7.52M
3 +$5.08M
4
QCOM icon
Qualcomm
QCOM
+$2.47M
5
PG icon
Procter & Gamble
PG
+$2.47M

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