MA
Menlo Advisors Portfolio holdings
AUM
$185M
This Quarter Return
+6.26%
1 Year Return
+24.43%
3 Year Return
+81.08%
5 Year Return
+149.69%
10 Year Return
+309.85%
AUM
$148M
AUM Growth
+$148M
(+9%)
Cap. Flow
+$4.29M
Cap. Flow
% of AUM
2.89%
Top 10 Holdings %
Top 10 Hldgs %
50.44%
Holding
42
New
2
Increased
10
Reduced
10
Closed
1
Top Buys
| 1 |
PetMed Express
PETS
|
$3.2M |
| 2 |
WisdomTree Emerging Markets High Dividend Fund
DEM
|
$2.46M |
| 3 |
COUP
Coupa Software Incorporated
COUP
|
$1.86M |
| 4 |
Howard Hughes
HHH
|
$182K |
| 5 |
Rithm Capital
RITM
|
$142K |
Top Sells
| 1 |
Microsoft
MSFT
|
$2.42M |
| 2 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
$596K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$444K |
| 4 |
SFHY
WisdomTree U.S. Short Term High Yield Corporate Bond Fund
SFHY
|
$81.3K |
| 5 |
Tesla
TSLA
|
$66.1K |
Sector Composition
| 1 | Financials | 21.86% |
| 2 | Technology | 17.53% |
| 3 | Communication Services | 13.22% |
| 4 | Healthcare | 7.38% |
| 5 | Real Estate | 5.81% |
