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
$246M
AUM Growth
-$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Sells

1 +$585K
2 +$284K
3 +$163K
4
PFG icon
Principal Financial Group
PFG
+$3.1K
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.41K

Sector Composition

1 Technology 0.4%
2 Consumer Staples 0.24%
3 Healthcare 0.21%
4 Financials 0.2%
5 Industrials 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$203K 0.08%
7,463
-1