MA

Menlo Advisors Portfolio holdings

AUM $185M
1-Year Est. Return 24.43%
This Quarter Est. Return
1 Year Est. Return
+24.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1 +$12.9M
2 +$7.65M
3 +$7.3M
4
MSFT icon
Microsoft
MSFT
+$6.4M
5
VOD icon
Vodafone
VOD
+$5.81M

Top Sells

No sells this quarter

Sector Composition

1 Financials 32.83%
2 Technology 16.83%
3 Energy 11.48%
4 Real Estate 10.11%
5 Communication Services 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$704K 0.59%
+32,925
27
$649K 0.55%
+12,060
28
$424K 0.36%
+23,065
29
$319K 0.27%
+55,600
30
$306K 0.26%
+1,720
31
$216K 0.18%
+30,225