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
$230M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$9.11M
2
+$3.33M
3
+$2.56M
4
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$2.55M
5
IBTI icon
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
+$2.44M

Top Sells

1
+$8.77M
2
+$2.05M
3
+$771K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$421K
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$292K

Sector Composition

1 Technology 5.42%
2 Financials 3.01%
3 Consumer Discretionary 2.38%
4 Consumer Staples 2.23%
5 Utilities 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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