MA

MBA Advisors Portfolio holdings

AUM $217M
1-Year Est. Return 13.44%
This Quarter Est. Return
1 Year Est. Return
+13.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182K
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$61.5K
2 +$4.74K
3 +$4.56K
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$4.4K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$4.18K

Top Sells

No sells this quarter

Sector Composition

1 Technology 37.8%
2 Healthcare 2.08%
3 Industrials 2.03%
4 Financials 1.88%
5 Consumer Staples 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$211 0.12%
+3,004
127
$210 0.12%
+3,410
128
$207 0.11%
+2,000
129
$206 0.11%
+273
130
$201 0.11%
+2,268
131
$200 0.11%
+2,057