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
$265M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1 +$311K
2 +$270K
3 +$264K
4
TRV icon
Travelers Companies
TRV
+$254K
5
AAPL icon
Apple
AAPL
+$238K

Top Sells

1 +$371K
2 +$302K
3 +$273K
4
INTC icon
Intel
INTC
+$263K
5
QCOM icon
Qualcomm
QCOM
+$206K

Sector Composition

1 Technology 20.17%
2 Industrials 13.8%
3 Financials 11.55%
4 Healthcare 11.41%
5 Consumer Staples 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$179K 0.07%
10,750
177
$41.4K 0.02%
32,320
178
-1,033