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
$279M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Sells

1 +$397K
2 +$203K
3 +$140K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$126K
5
DE icon
Deere & Co
DE
+$25.6K

Sector Composition

1 Technology 0.4%
2 Financials 0.27%
3 Consumer Staples 0.21%
4 Healthcare 0.2%
5 Industrials 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$215K 0.08%
+4,099
27
$212K 0.08%
+4,311
28
-7,463