MGIA

Moneta Group Investment Advisors Portfolio holdings

AUM $12.6B
1-Year Est. Return 14.75%
This Quarter Est. Return
1 Year Est. Return
+14.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.55B
AUM Growth
+$88.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
508
New
Increased
Reduced
Closed

Top Buys

1
+$39.9M
2
+$34.5M
3
+$30.9M
4
ALB icon
Albemarle
ALB
+$19M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$12.7M

Top Sells

1
+$437M
2
+$6.74M
3
+$5.7M
4
LZ icon
LegalZoom.com
LZ
+$3.58M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$2.14M

Sector Composition

1 Technology 5.55%
2 Financials 3.64%
3 Healthcare 3.46%
4 Communication Services 2.1%
5 Energy 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$225K 0.01%
+1,185
402
$225K 0.01%
+2,209
403
$225K 0.01%
2,166
-294
404
$224K 0.01%
1,718
-814
405
$223K 0.01%
+10,243
406
$221K 0.01%
2,686
+2,542
407
$220K 0.01%
2,135
-1,235
408
$220K 0.01%
+3,130
409
$219K 0.01%
+2,307
410
$218K 0.01%
+3,286
411
$218K 0.01%
2,334
-6
412
$218K 0.01%
+910
413
$217K 0.01%
1,653
-201
414
$216K 0.01%
+3,718
415
$216K 0.01%
2,403
-403
416
$214K 0.01%
+4,400
417
$213K 0.01%
1,795
-7
418
$212K 0.01%
3,633
-3,251
419
$209K 0.01%
+2,397
420
$208K 0.01%
+3,575
421
$208K 0.01%
4,781
-98
422
$208K 0.01%
1,362
+16
423
$206K 0.01%
+7,768
424
$206K 0.01%
6,009
+6
425
$205K 0.01%
16,694
-11,072
15 16
17
18 19