MA
MKT Advisors Portfolio holdings
AUM
$253M
1-Year Return
11.24%
This Quarter Return
+4.83%
1 Year Return
+11.24%
3 Year Return
+46.75%
5 Year Return
–
10 Year Return
–
AUM
$213M
AUM Growth
+$12.2M
(+6%)
Cap. Flow
+$6.98M
Cap. Flow
% of AUM
3.27%
Top 10 Holdings %
Top 10 Hldgs %
57.7%
Holding
160
New
8
Increased
49
Reduced
60
Closed
5
Top Buys
Top Sells
| 1 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$884K |
| 2 |
Vanguard Russell 1000 Growth ETF
VONG
|
$368K |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$221K |
| 4 |
Shell
SHEL
|
$210K |
| 5 |
SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
|
$190K |
Sector Composition
| 1 | Technology | 5.23% |
| 2 | Financials | 2.92% |
| 3 | Healthcare | 2.5% |
| 4 | Utilities | 2.42% |
| 5 | Consumer Staples | 2.39% |
