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
201
$26.7K 0.03%
+324
202
$26.6K 0.03%
+408
203
$26.6K 0.03%
+660
204
$25.6K 0.02%
+1,640
205
$25.5K 0.02%
+600
206
$25.4K 0.02%
+1,224
207
$25.1K 0.02%
+350
208
$24.7K 0.02%
+960
209
$24.7K 0.02%
+95
210
$24K 0.02%
+260
211
$23.9K 0.02%
+465
212
$22.5K 0.02%
+180
213
$22.4K 0.02%
+1,400
214
$22K 0.02%
+55
215
$21.9K 0.02%
+900
216
$21.2K 0.02%
+190
217
$21K 0.02%
+730
218
$20K 0.02%
+138
219
$20K 0.02%
+360
220
$19.2K 0.02%
+520
221
$18.7K 0.02%
+364
222
$18.2K 0.02%
+137
223
$18K 0.02%
+350
224
$17.4K 0.02%
+150
225
$17.3K 0.02%
+388