MA

MJP Associates Portfolio holdings

AUM $799M
1-Year Est. Return 14.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$557M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$8.08M
2
+$3.02M
3
+$2.42M
4
ISPY icon
ProShares S&P 500 High Income ETF
ISPY
+$1.8M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.78M

Top Sells

1
+$1.22M
2
+$1.21M
3
+$1.11M
4
CACI icon
CACI
CACI
+$1.04M
5
MRVL icon
Marvell Technology
MRVL
+$934K

Sector Composition

1 Technology 13.93%
2 Financials 3.8%
3 Communication Services 3.34%
4 Healthcare 2.64%
5 Consumer Discretionary 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
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