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
501
– –
-11,061
502
– –
-4,749
503
– –
-11,392
504
– –
-12,788
505
– –
-6,413
506
– –
-1,445
507
– –
-1,511
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