MA
Menlo Advisors Portfolio holdings
AUM
$185M
This Quarter Return
+1.57%
1 Year Return
+24.43%
3 Year Return
+81.08%
5 Year Return
+149.69%
10 Year Return
+309.85%
AUM
$118M
AUM Growth
+$118M
(+8.1%)
Cap. Flow
+$4.47M
Cap. Flow
% of AUM
3.8%
Top 10 Holdings %
Top 10 Hldgs %
53.57%
Holding
44
New
6
Increased
8
Reduced
11
Closed
1
Top Buys
Top Sells
| 1 |
Healthpeak Properties
DOC
|
$2M |
| 2 |
Markel Group
MKL
|
$1.92M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$79.6K |
| 4 |
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
$14.7K |
| 5 |
Y
Alleghany Corporation
Y
|
$11K |
Sector Composition
| 1 | Financials | 29.81% |
| 2 | Technology | 14.92% |
| 3 | Communication Services | 12.87% |
| 4 | Healthcare | 10.64% |
| 5 | Real Estate | 4.74% |
