MAM
Mystic Asset Management Portfolio holdings
AUM
$442M
1-Year Est. Return
23.51%
This Fund
S&P 500
1 Year Est. Return
+23.51%
AUM
$443M
AUM Growth
+$29.3M
(+7.1%)
Holding
226
Top Buys
| 1 | +$270K | |
| 2 | +$251K | |
| 3 | +$227K | |
| 4 |
Webster Financial
WBS
|
+$225K |
| 5 |
Hewlett Packard
HPE
|
+$212K |
Top Sells
| 1 | +$3.53M | |
| 2 | +$918K | |
| 3 | +$612K | |
| 4 |
Mobileye
MBLY
|
+$389K |
| 5 |
EIPI
FT Energy Income Partners Enhanced Income ETF
EIPI
|
+$340K |
Sector Composition
| 1 | Technology | 25.35% |
| 2 | Financials | 13.72% |
| 3 | Industrials | 12.18% |
| 4 | Healthcare | 10.84% |
| 5 | Consumer Discretionary | 7.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
United Parcel Service
UPS
$83.9B
| – | – |
-6,062
|
|