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
$1.15B
AUM Growth
+$95.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$47.7M
2
+$8.82M
3
+$8.23M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$5.36M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$4M

Top Sells

1
+$10.3M
2
+$7.99M
3
+$3.75M
4
IAC icon
IAC Inc
IAC
+$3.71M
5
PFG icon
Principal Financial Group
PFG
+$2.23M

Sector Composition

1 Technology 6.63%
2 Financials 3.85%
3 Healthcare 3.13%
4 Communication Services 2.61%
5 Consumer Staples 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
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