MA

MJP Associates Portfolio holdings

AUM $759M
1-Year Est. Return 14.66%
This Quarter Est. Return
1 Year Est. Return
+14.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$554M
AUM Growth
-$2.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$14.2M
3
+$7.18M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$2.87M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.28M

Top Sells

1
+$6.89M
2
+$6.66M
3
+$6.12M
4
AAPL icon
Apple
AAPL
+$5.23M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$5.15M

Sector Composition

1 Technology 12.18%
2 Financials 3.91%
3 Communication Services 2.83%
4 Healthcare 2.81%
5 Consumer Discretionary 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
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