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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
$7.25B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$38.5M
3
+$38.2M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$29.2M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$24.3M

Top Sells

1
+$24.7M
2
+$16.9M
3
+$10.3M
4
VB icon
Vanguard Small-Cap ETF
VB
+$9.31M
5
PPG icon
PPG Industries
PPG
+$7.88M

Sector Composition

1 Technology 4.72%
2 Consumer Staples 3.5%
3 Financials 3.24%
4 Industrials 1.6%
5 Healthcare 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
– –
-12,631
702
– –
-33,772
703
– –
-9,105
704
– –
-3,936
705
– –
-10,715
706
– –
-21,412
707
– –
-8,725
708
– –
-3,922
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