MA

MBA Advisors Portfolio holdings

AUM $248M
1-Year Est. Return 17.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$3.01M
2 +$1.26M
3 +$853K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$618K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$511K

Sector Composition

1 Technology 6.87%
2 Healthcare 3.38%
3 Financials 2.7%
4 Communication Services 2.43%
5 Consumer Staples 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-48,049