MAM

Mystic Asset Management Portfolio holdings

AUM $414M
1-Year Est. Return 20.92%
This Quarter Est. Return
1 Year Est. Return
+20.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$212M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1 +$10.3M
2 +$10.1M
3 +$5.72M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$5.14M
5
PFE icon
Pfizer
PFE
+$4.46M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.63%
2 Healthcare 13.19%
3 Industrials 12.68%
4 Financials 11.12%
5 Consumer Staples 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$1K ﹤0.01%
+27
427
$0 ﹤0.01%
+1
428
$0 ﹤0.01%
+5
429
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430
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+5
431
$0 ﹤0.01%
+21
432
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+14
433
$0 ﹤0.01%
+2,500
434
$0 ﹤0.01%
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435
$0 ﹤0.01%
+22
436
$0 ﹤0.01%
+5
437
$0 ﹤0.01%
+115