MA
MKT Advisors Portfolio holdings
AUM
$253M
1-Year Return
11.24%
This Quarter Return
+2.63%
1 Year Return
+11.24%
3 Year Return
+46.75%
5 Year Return
–
10 Year Return
–
AUM
$201M
AUM Growth
+$18.7M
(+10%)
Cap. Flow
+$8.95M
Cap. Flow
% of AUM
4.45%
Top 10 Holdings %
Top 10 Hldgs %
56.87%
Holding
155
New
6
Increased
62
Reduced
40
Closed
3
Top Buys
Top Sells
| 1 |
Icahn Enterprises
IEP
|
$1.04M |
| 2 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$829K |
| 3 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$268K |
| 4 |
US Bancorp
USB
|
$210K |
| 5 |
BP
BP
|
$206K |
Sector Composition
| 1 | Technology | 5.93% |
| 2 | Financials | 2.74% |
| 3 | Healthcare | 2.64% |
| 4 | Consumer Staples | 2.47% |
| 5 | Utilities | 2.26% |
