MAS

Meeder Advisory Services Portfolio holdings

AUM $1.93B
1-Year Est. Return 19.16%
This Quarter Est. Return
1 Year Est. Return
+19.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$792M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$47.7M
2
+$46.4M
3
+$34.5M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$34.2M
5
AAPL icon
Apple
AAPL
+$31.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.87%
2 Healthcare 9.46%
3 Financials 8.54%
4 Industrials 5.95%
5 Consumer Discretionary 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$461K 0.06%
+6,210
277
$460K 0.06%
+3,159
278
$458K 0.06%
+1,351
279
$445K 0.06%
+4,082
280
$445K 0.06%
+4,440
281
$444K 0.06%
+11,766
282
$441K 0.06%
+3,107
283
$440K 0.06%
+11,127
284
$435K 0.06%
+6,627
285
$435K 0.06%
+6,869
286
$434K 0.05%
+24,003
287
$432K 0.05%
+15,550
288
$430K 0.05%
+5,200
289
$428K 0.05%
+8,009
290
$424K 0.05%
+13,082
291
$423K 0.05%
+672
292
$423K 0.05%
+30,274
293
$419K 0.05%
+6,178
294
$414K 0.05%
+1,033
295
$406K 0.05%
+2,450
296
$404K 0.05%
+7,186
297
$403K 0.05%
+1,892
298
$403K 0.05%
+4,521
299
$394K 0.05%
+8,056
300
$393K 0.05%
+6,473
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