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
$983M
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1 +$3.03M
2 +$2.93M
3 +$2.87M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.84M
5
AMZN icon
Amazon
AMZN
+$2.67M

Sector Composition

1 Technology 20.62%
2 Financials 8.37%
3 Healthcare 7.44%
4 Consumer Discretionary 6.4%
5 Industrials 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$837K 0.09%
823
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202
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3,178
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203
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205
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206
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5,114
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