MA
MSA Advisors Portfolio holdings
AUM
$399M
1-Year Est. Return
12.61%
This Fund
S&P 500
1 Year Est. Return
+12.61%
AUM
$400M
AUM Growth
+$1.5M
(+0.38%)
Holding
30
Top Buys
| 1 | +$4.27M | |
| 2 | +$2.48M | |
| 3 | +$2.33M | |
| 4 |
Warner Bros
WBD
|
+$774K |
Sector Composition
| 1 | Financials | 35.72% |
| 2 | Communication Services | 24.42% |
| 3 | Technology | 10.61% |
| 4 | Consumer Discretionary | 9.26% |
| 5 | Healthcare | 0.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Berkshire Hathaway Class B
BRK.B
$1.04T
| $239K | 0.06% |
475
|
|
||
27
Novo Nordisk
NVO
$163B
| $194K | 0.05% |
3,500
|
|
||
28
SentinelOne
S
$4.51B
| $188K | 0.05% |
10,679
|
|
||
29
Birkenstock
BIRK
$7.82B
| $186K | 0.05% |
4,100
|
|
||
|
AGEN
30
Agenus
AGEN
$115M
| $38.5K | 0.01% |
10,000
|
|