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MGIA

Moneta Group Investment Advisors Portfolio holdings

AUM $13.3B
1-Year Est. Return 18.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.17B
AUM Growth
+$279M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$10.3M
3
+$8.88M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$5.9M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$5.34M

Top Sells

1
+$3.38M
2
+$2.76M
3
+$2.04M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.83M
5
PPLI
People Inc
PPLI
+$1.1M

Sector Composition

1 Technology 7.81%
2 Healthcare 3.9%
3 Financials 3.78%
4 Communication Services 2.73%
5 Energy 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
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-4,286
452
– –
-3,829
453
– –
-5,181
454
– –
-2,602
455
– –
-11,200
456
– –
-2,763
457
– –
-5,394
458
– –
-5,430
459
– –
-2,806
460
– –
-3,766
461
– –
-9,991
462
– –
-11,038
463
– –
-1,832
15 16 17 18
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