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
201
$735K 0.09%
+11,582
202
$734K 0.09%
+3,930
203
$730K 0.09%
+5,661
204
$727K 0.09%
+5,734
205
$726K 0.09%
+59,336
206
$724K 0.09%
+4,028
207
$717K 0.09%
+14,179
208
$712K 0.09%
+6,133
209
$704K 0.09%
+3,918
210
$703K 0.09%
+14,056
211
$698K 0.09%
+7,506
212
$683K 0.09%
+2,686
213
$680K 0.09%
+6,946
214
$676K 0.09%
+9,063
215
$668K 0.08%
+3,905
216
$665K 0.08%
+20,199
217
$664K 0.08%
+6,380
218
$656K 0.08%
+2,342
219
$644K 0.08%
+6,866
220
$637K 0.08%
+2,750
221
$635K 0.08%
+3,101
222
$635K 0.08%
+4,676
223
$634K 0.08%
+1,658
224
$634K 0.08%
+3,618
225
$633K 0.08%
+12,567