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
76
$1.95M 0.25%
+2,756
77
$1.91M 0.24%
+4,901
78
$1.89M 0.24%
+9,136
79
$1.89M 0.24%
+22,715
80
$1.86M 0.24%
+18,447
81
$1.82M 0.23%
+21,175
82
$1.81M 0.23%
+12,868
83
$1.8M 0.23%
+22,554
84
$1.77M 0.22%
+44,945
85
$1.77M 0.22%
+10,774
86
$1.76M 0.22%
+5,315
87
$1.72M 0.22%
+4,006
88
$1.69M 0.21%
+9,729
89
$1.65M 0.21%
+30,950
90
$1.64M 0.21%
+10,458
91
$1.64M 0.21%
+14,551
92
$1.64M 0.21%
+24,543
93
$1.54M 0.2%
+6,312
94
$1.54M 0.19%
+14,001
95
$1.48M 0.19%
+10,050
96
$1.44M 0.18%
+5,413
97
$1.43M 0.18%
+77,541
98
$1.38M 0.17%
+2,521
99
$1.37M 0.17%
+7,218
100
$1.37M 0.17%
+9,796
2 3
4
5 6