MA

MSA Advisors Portfolio holdings

AUM $399M
1-Year Est. Return 25.12%
This Quarter Est. Return
1 Year Est. Return
+25.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$349M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$4.82M
2 +$2.23M
3 +$1.17M
4
AMD icon
Advanced Micro Devices
AMD
+$1,000K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$982K

Top Sells

1 +$3.33M
2 +$923K
3 +$320K
4
JPM icon
JPMorgan Chase
JPM
+$40.5K

Sector Composition

1 Financials 31.63%
2 Communication Services 19.21%
3 Technology 13.53%
4 Consumer Discretionary 11%
5 Healthcare 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$43.8K 0.01%
25,000
27
$27.3K 0.01%
+26,261