MA
MKT Advisors Portfolio holdings
AUM
$253M
1-Year Return
11.24%
This Quarter Return
+6.63%
1 Year Return
+11.24%
3 Year Return
+46.75%
5 Year Return
–
10 Year Return
–
AUM
$182M
AUM Growth
+$30.8M
(+20%)
Cap. Flow
+$21.9M
Cap. Flow
% of AUM
12%
Top 10 Holdings %
Top 10 Hldgs %
55.85%
Holding
160
New
10
Increased
58
Reduced
51
Closed
11
Top Buys
Top Sells
| 1 |
Lowe's Companies
LOW
|
$1.06M |
| 2 |
Walmart
WMT
|
$968K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$960K |
| 4 |
Procter & Gamble
PG
|
$755K |
| 5 |
Honeywell
HON
|
$606K |
Sector Composition
| 1 | Technology | 5.24% |
| 2 | Financials | 3.04% |
| 3 | Healthcare | 2.84% |
| 4 | Consumer Staples | 2.5% |
| 5 | Consumer Discretionary | 2.37% |
