MA

MBA Advisors Portfolio holdings

AUM $234M
1-Year Est. Return 13.3%
This Quarter Est. Return
1 Year Est. Return
+13.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$1.09M
2 +$998K
3 +$965K
4
AAPL icon
Apple
AAPL
+$933K
5
VDE icon
Vanguard Energy ETF
VDE
+$825K

Sector Composition

1 Technology 7.91%
2 Healthcare 3.94%
3 Financials 3.44%
4 Consumer Staples 2.8%
5 Communication Services 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$71K 0.04%
+10,000
152
-10,000