MA

MJP Associates Portfolio holdings

AUM $674M
1-Year Est. Return 13.82%
This Quarter Est. Return
1 Year Est. Return
+13.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$393M
AUM Growth
+$61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$21.6M
2 +$20M
3 +$13.2M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$11.6M
5
MOO icon
VanEck Agribusiness ETF
MOO
+$11.4M

Sector Composition

1 Technology 7.21%
2 Financials 3.19%
3 Healthcare 2.42%
4 Communication Services 1.76%
5 Consumer Discretionary 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-611
177
-4,111