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
$873M
AUM Growth
+$77.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Sells

1 +$21.4M
2 +$1.31M
3 +$910K
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$696K
5
JNJ icon
Johnson & Johnson
JNJ
+$650K

Sector Composition

1 Technology 20.09%
2 Financials 7.94%
3 Healthcare 7.35%
4 Consumer Discretionary 6.29%
5 Industrials 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
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427
-7,084
428
-5,538
429
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430
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431
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432
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433
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434
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435
-1,040
436
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437
-11,392