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
$836M
AUM Growth
+$50.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$6.02M
2 +$4.87M
3 +$3.2M
4
TSN icon
Tyson Foods
TSN
+$3.14M
5
UNH icon
UnitedHealth
UNH
+$3.03M

Top Sells

1 +$16.7M
2 +$6.03M
3 +$4.8M
4
EBAY icon
eBay
EBAY
+$4.73M
5
ABBV icon
AbbVie
ABBV
+$3.91M

Sector Composition

1 Financials 25.81%
2 Technology 21.2%
3 Healthcare 18.31%
4 Communication Services 9.43%
5 Industrials 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-830
102
-108,362
103
-61,099