MGIA

Moneta Group Investment Advisors Portfolio holdings

AUM $13.2B
1-Year Est. Return 16.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.19B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$10.2M
3
+$8.7M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$5.45M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$4.13M

Top Sells

1
+$7.86M
2
+$3.77M
3
+$3.41M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.34M
5
INTC icon
Intel
INTC
+$2.68M

Sector Composition

1 Financials 4.91%
2 Technology 4.48%
3 Healthcare 3.11%
4 Communication Services 1.48%
5 Consumer Staples 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
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