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M

MOTCO Portfolio holdings

AUM $1.08B
1-Year Est. Return 20.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$999M
AUM Growth
-$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
789
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$3.9M
3
+$3.18M
4
XOM icon
Exxon Mobil
XOM
+$1.2M
5
DOW icon
Dow Inc
DOW
+$984K

Top Sells

1
+$4.46M
2
+$4.1M
3
+$2.11M
4
MSFT icon
Microsoft
MSFT
+$895K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$367K

Sector Composition

1 Technology 9.17%
2 Healthcare 7.5%
3 Financials 5.69%
4 Consumer Discretionary 4.74%
5 Industrials 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1K ﹤0.01%
+41
502
$1K ﹤0.01%
+160
503
$1K ﹤0.01%
+8
504
$1K ﹤0.01%
+9
505
$1K ﹤0.01%
+1
506
$1K ﹤0.01%
+18
507
$1K ﹤0.01%
+114
508
$1K ﹤0.01%
+13
509
$1K ﹤0.01%
250
510
$1K ﹤0.01%
+30
511
$1K ﹤0.01%
+25
512
$1K ﹤0.01%
32
513
$1K ﹤0.01%
+27
514
$1K ﹤0.01%
+38
515
$1K ﹤0.01%
15
516
$1K ﹤0.01%
100
517
$1K ﹤0.01%
+6
518
$1K ﹤0.01%
+5
519
$1K ﹤0.01%
34
520
$1K ﹤0.01%
+43
521
$1K ﹤0.01%
2,097
522
$1K ﹤0.01%
+10
523
$1K ﹤0.01%
+29
524
$1K ﹤0.01%
192
525
$0 ﹤0.01%
+4
19 20
21
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