MAM

Mystic Asset Management Portfolio holdings

AUM $442M
1-Year Est. Return 23.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.47%
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 +$9.74M
2 +$9.2M
3 +$5.55M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$5.06M
5
SYK icon
Stryker
SYK
+$4.1M

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%
+22
427
$0 ﹤0.01%
+115
428
$0 ﹤0.01%
+5
429
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+25
430
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+5
431
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+21
432
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+14
433
$0 ﹤0.01%
+2,500
434
$0 ﹤0.01%
+22
435
$0 ﹤0.01%
+9
436
$0 ﹤0.01%
+1
437
$0 ﹤0.01%
+5