MAFA

MJT & Associates Financial Advisory Portfolio holdings

AUM $123M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
479
New
Increased
Reduced
Closed

Top Buys

1 +$15.5M
2 +$15.4M
3 +$10.4M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$5.62M
5
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$5.38M

Top Sells

No sells this quarter

Sector Composition

1 Utilities 1.82%
2 Consumer Staples 1.63%
3 Technology 1.5%
4 Consumer Discretionary 1.44%
5 Healthcare 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$6.26K 0.01%
+75
277
$6.25K 0.01%
+27
278
$6.25K 0.01%
+39
279
$6.09K 0.01%
+41
280
$6.06K 0.01%
+59
281
$6.03K 0.01%
+94
282
$6.02K 0.01%
+51
283
$6.02K 0.01%
+63
284
$5.97K 0.01%
+133
285
$5.89K 0.01%
+720
286
$5.89K 0.01%
+36
287
$5.84K 0.01%
+25
288
$5.67K 0.01%
+37
289
$5.53K 0.01%
+42
290
$5.45K 0.01%
+62
291
$5.36K 0.01%
+98
292
$5.34K 0.01%
+33
293
$5.13K ﹤0.01%
+22
294
$5.09K ﹤0.01%
+29
295
$5.06K ﹤0.01%
+23
296
$5.03K ﹤0.01%
+46
297
$5.01K ﹤0.01%
+17
298
$4.96K ﹤0.01%
+30
299
$4.96K ﹤0.01%
+22
300
$4.94K ﹤0.01%
+26