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MA
Modus Advisors Portfolio holdings
AUM
$363M
1-Year Est. Return
22.99%
This Fund
S&P 500
This Quarter
Est. Return
-0.55%
1 Year Est. Return
+22.99%
3 Year Est. Return
+69.81%
5 Year Est. Return
+84.05%
10 Year Est. Return
–
AUM
$363M
AUM Growth
-$15.9M
(-4.2%)
Cap. Flow
-$6.42M
Cap. Flow
% of AUM
-1.77%
Top 10 Holdings %
Top 10 Hldgs %
30.45%
Holding
357
New
3
Increased
51
Reduced
49
Closed
240
Top Buys
| 1 |
JPMorgan International Value ETF
JIVE
|
+$3.54M |
| 2 |
iShares Bitcoin Trust
IBIT
|
+$1.94M |
| 3 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$1.46M |
| 4 |
IBM
IBM
|
+$1.29M |
| 5 |
Lockheed Martin
LMT
|
+$1.25M |
Top Sells
| 1 |
iShares Gold Trust
IAU
|
+$2.19M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$1.97M |
| 3 |
Invesco NASDAQ 100 ETF
QQQM
|
+$1.83M |
| 4 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$1.76M |
| 5 |
Apple
AAPL
|
+$1.75M |
Sector Composition
| 1 | Technology | 14.9% |
| 2 | Financials | 6.89% |
| 3 | Consumer Discretionary | 4.81% |
| 4 | Communication Services | 4.47% |
| 5 | Healthcare | 4.03% |
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