MA
MKT Advisors Portfolio holdings
AUM
$253M
This Quarter Return
+9.27%
1 Year Return
+11.24%
3 Year Return
+46.75%
5 Year Return
–
10 Year Return
–
AUM
$133M
AUM Growth
+$133M
(+15%)
Cap. Flow
+$3.76M
Cap. Flow
% of AUM
2.83%
Top 10 Holdings %
Top 10 Hldgs %
50.96%
Holding
148
New
21
Increased
44
Reduced
61
Closed
3
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$2M |
| 2 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$303K |
| 3 |
iShares US Technology ETF
IYW
|
$299K |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$269K |
| 5 |
iShares Core Total USD Bond Market ETF
IUSB
|
$239K |
Top Sells
Sector Composition
| 1 | Healthcare | 5.48% |
| 2 | Consumer Staples | 5.42% |
| 3 | Technology | 5% |
| 4 | Utilities | 4.74% |
| 5 | Financials | 4.17% |
