MSL

Monetary Solutions, Ltd Portfolio holdings

AUM $102M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1 +$11.9M
2 +$9.07M
3 +$8.16M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$7.23M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$6.85M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.58%
2 Financials 5.02%
3 Healthcare 4.3%
4 Industrials 1.85%
5 Consumer Discretionary 1.41%