MGIA

Moneta Group Investment Advisors Portfolio holdings

AUM $12.6B
1-Year Est. Return 14.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.01B
AUM Growth
+$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$8.9M
3
+$6.81M
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$6.28M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$4.78M

Top Sells

1
+$5.66M
2
+$5.49M
3
+$5.46M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$5.23M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.6M

Sector Composition

1 Financials 5.96%
2 Healthcare 3.68%
3 Technology 3.08%
4 Communication Services 3.01%
5 Consumer Staples 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
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