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
$213M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Sells

1 +$884K
2 +$368K
3 +$221K
4
SHEL icon
Shell
SHEL
+$210K
5
TIPX icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$151K 0.07%
10,050
152
$149K 0.07%
12,034
-4,100
153
$129K 0.06%
16,061
154
$117K 0.05%
12,105
+14
155
$64K 0.03%
13,800
-100
156
-3,780
157
-10,300
158
-2,900
159
-10,131
160
-11,450