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
51
$509K 0.4%
+5,018
52
$508K 0.4%
+3,018
53
$506K 0.4%
+3,768
54
$503K 0.39%
+27,489
55
$494K 0.39%
+9,129
56
$491K 0.38%
+5,936
57
$491K 0.38%
+2,020
58
$484K 0.38%
+10,551
59
$480K 0.38%
+6,068
60
$473K 0.37%
+6,978
61
$459K 0.36%
+33,092
62
$459K 0.36%
+31,710
63
$455K 0.36%
+6,784
64
$449K 0.35%
+46,787
65
$445K 0.35%
+5,007
66
$439K 0.34%
+3,400
67
$439K 0.34%
+4,302
68
$425K 0.33%
+5,735
69
$415K 0.33%
+5,358
70
$409K 0.32%
+4,034
71
$405K 0.32%
+5,452
72
$403K 0.32%
+7,230
73
$392K 0.31%
+5,586
74
$390K 0.31%
+2,756
75
$385K 0.3%
+26,676
1 2
3
4 5