MIA

MeadowBrook Investment Advisors Portfolio holdings

AUM $112M
1-Year Est. Return 14.5%
This Quarter Est. Return
1 Year Est. Return
+14.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$5.28M
2
+$4.94M
3
+$4.59M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$4.35M
5
JPM icon
JPMorgan Chase
JPM
+$3.22M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.34%
2 Financials 13.05%
3 Healthcare 12.09%
4 Industrials 10.09%
5 Consumer Discretionary 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$8.83K 0.01%
+35
252
$8.77K 0.01%
+25
253
$8.59K 0.01%
+239
254
$8.56K 0.01%
+140
255
$8.49K 0.01%
+62
256
$7.81K 0.01%
+70
257
$7.69K 0.01%
+100
258
$7.67K 0.01%
+175
259
$7.57K 0.01%
+141
260
$7.42K 0.01%
+75
261
$7.27K 0.01%
+200
262
$7.25K 0.01%
+63
263
$7.24K 0.01%
+150
264
$7.11K 0.01%
+250
265
$6.96K 0.01%
+74
266
$6.88K 0.01%
+105
267
$6.82K 0.01%
+36
268
$6.53K 0.01%
+35
269
$6.51K 0.01%
+250
270
$6.25K 0.01%
+61
271
$6.23K 0.01%
+21
272
$6.09K 0.01%
+45
273
$5.99K 0.01%
+275
274
$5.95K 0.01%
+90
275
$5.94K 0.01%
+133
9 10
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