Montag A & Associates Inc
CIK Number: 0000829407
2.11B
Market Value
909
# of Holdings
16 months
Avg. Holding Period
74.70%
Win Rate
8.58%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 586.14 | -1.83% | 197.25K | +2.58% | 113.77M | 330.14 | 5.37% | |
| 2 | Spdr S&P 500 Et... | 583.11 | -1.86% | 183.83K | +1.32% | 105.79M | 264.28 | 5.00% | |
| 3 | Apple Inc | 238.04 | -1.57% | 315.32K | -0.00% | 73.47M | 55.17 | 3.47% | |
| 4 | Spdr S&P Midcap... | 552.53 | -2.35% | 110.43K | +1.24% | 63.09M | 236.47 | 2.98% | |
| 5 | Microsoft Corp | 387.92 | -2.29% | 144.28K | -4.71% | 62.09M | 105.08 | 2.93% |
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