MGIA
Moneta Group Investment Advisors Portfolio holdings
AUM
$8.39B
1-Year Return
13.72%
This Quarter Return
+6.78%
1 Year Return
+13.72%
3 Year Return
+47.88%
5 Year Return
+80.75%
10 Year Return
+127.52%
AUM
$152M
AUM Growth
+$9.82M
(+6.9%)
Cap. Flow
+$1.13M
Cap. Flow
% of AUM
0.74%
Top 10 Holdings %
Top 10 Hldgs %
56.31%
Holding
123
New
10
Increased
37
Reduced
39
Closed
7
Top Buys
| 1 |
Lincoln National
LNC
|
$606K |
| 2 |
SPDR S&P Dividend ETF
SDY
|
$533K |
| 3 |
TEGNA Inc
TGNA
|
$503K |
| 4 |
iShares Select Dividend ETF
DVY
|
$426K |
| 5 |
ConocoPhillips
COP
|
$236K |
Top Sells
| 1 |
eBay
EBAY
|
$620K |
| 2 |
Franklin Resources
BEN
|
$597K |
| 3 |
Apple
AAPL
|
$452K |
| 4 |
Intel
INTC
|
$446K |
| 5 |
Urban Outfitters
URBN
|
$382K |
Sector Composition
| 1 | Financials | 8.46% |
| 2 | Healthcare | 6.22% |
| 3 | Energy | 5.29% |
| 4 | Technology | 4.99% |
| 5 | Industrials | 4.96% |
