MA
Modus Advisors Portfolio holdings
AUM
$337M
This Quarter Return
+6.38%
1 Year Return
+21.23%
3 Year Return
+70.36%
5 Year Return
+107.53%
10 Year Return
–
AUM
$127M
AUM Growth
–
Cap. Flow
+$127M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
58.97%
Holding
72
New
72
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$9.85M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
$9.82M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$8.12M |
| 4 |
iShares Gold Trust
IAU
|
$7.66M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
$7.29M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 4.17% |
| 2 | Financials | 2.81% |
| 3 | Energy | 2.7% |
| 4 | Consumer Discretionary | 2.6% |
| 5 | Healthcare | 2.54% |
