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
$176M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$385K
2 +$346K
3 +$265K
4
APD icon
Air Products & Chemicals
APD
+$247K
5
BA icon
Boeing
BA
+$237K

Top Sells

1 +$349K
2 +$320K
3 +$244K
4
AAPL icon
Apple
AAPL
+$232K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$215K

Sector Composition

1 Industrials 15.52%
2 Healthcare 14.84%
3 Technology 13.44%
4 Financials 11.4%
5 Consumer Staples 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$139K 0.08%
12,000
+1,000
152
$133K 0.08%
+13,110