MAG

Mokosak Advisory Group Portfolio holdings

AUM $354M
1-Year Est. Return 10.42%
This Quarter Est. Return
1 Year Est. Return
+10.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$1.09M
2 +$1.01M
3 +$897K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$741K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$713K

Sector Composition

1 Financials 0.21%
2 Consumer Staples 0.16%
3 Technology 0.14%
4 Communication Services 0%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-753
27
-3,844