MA

MKT Advisors Portfolio holdings

AUM $269M
1-Year Est. Return 12.08%
This Quarter Est. Return
1 Year Est. Return
+12.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$29.7M
2
+$16.5M
3
+$6.16M
4
MSFT icon
Microsoft
MSFT
+$2.86M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.98M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.92%
2 Consumer Staples 5.52%
3 Healthcare 4.99%
4 Financials 4.18%
5 Utilities 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$922K 0.72%
+5,163
27
$913K 0.72%
+12,328
28
$845K 0.66%
+6,629
29
$839K 0.66%
+60,575
30
$792K 0.62%
+5,700
31
$734K 0.57%
+14,200
32
$727K 0.57%
+8,189
33
$717K 0.56%
+7,355
34
$714K 0.56%
+7,470
35
$686K 0.54%
+23,431
36
$678K 0.53%
+4,500
37
$677K 0.53%
+3,485
38
$676K 0.53%
+17,516
39
$670K 0.52%
+13,147
40
$651K 0.51%
+346
41
$648K 0.51%
+4,275
42
$647K 0.51%
+4,879
43
$621K 0.49%
+6,216
44
$593K 0.46%
+8,165
45
$592K 0.46%
+15,833
46
$588K 0.46%
+2,933
47
$554K 0.43%
+8,905
48
$552K 0.43%
+34,855
49
$547K 0.43%
+5,216
50
$534K 0.42%
+1,551
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