MA

Modus Advisors Portfolio holdings

AUM $379M
1-Year Est. Return 22.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$319M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1 +$2.66M
2 +$2.45M
3 +$1.9M
4
CMG icon
Chipotle Mexican Grill
CMG
+$1.74M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$519K

Top Sells

1 +$2.06M
2 +$1.71M
3 +$1.47M
4
UPS icon
United Parcel Service
UPS
+$1.19M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$478K

Sector Composition

1 Technology 16.17%
2 Financials 7.89%
3 Consumer Discretionary 6.43%
4 Communication Services 3.28%
5 Energy 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
0
327
0