MGIA
Moneta Group Investment Advisors Portfolio holdings
AUM
$13.2B
1-Year Est. Return
16.79%
This Fund
S&P 500
1 Year Est. Return
+16.79%
AUM
$6.26B
AUM Growth
+$126M
(+2.1%)
Holding
638
Top Buys
| 1 | +$13.4M | |
| 2 | +$10.7M | |
| 3 | +$9.63M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$6.14M |
| 5 |
Schwab US Mid-Cap ETF
SCHM
|
+$5.66M |
Top Sells
| 1 | +$164M | |
| 2 | +$26.3M | |
| 3 | +$20.8M | |
| 4 |
Vanguard Real Estate ETF
VNQ
|
+$16.3M |
| 5 |
Schwab US REIT ETF
SCHH
|
+$5.54M |
Sector Composition
| 1 | Technology | 5.17% |
| 2 | Consumer Staples | 4.32% |
| 3 | Financials | 2.55% |
| 4 | Healthcare | 1.88% |
| 5 | Industrials | 1.72% |