MA
McGrath & Associates Portfolio holdings
AUM
$61.4M
This Quarter Return
-3.9%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$49.5M
AUM Growth
–
Cap. Flow
+$49.5M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
56.38%
Holding
40
New
40
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 5.63% |
| 2 | Consumer Discretionary | 2.88% |
| 3 | Utilities | 1.53% |
| 4 | Financials | 1.11% |
| 5 | Energy | 0.49% |
