MGIA

Moneta Group Investment Advisors Portfolio holdings

AUM $13.2B
1-Year Est. Return 16.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$643M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$9.84M
3
+$7.29M
4
PARA
Paramount Global Class B
PARA
+$3.09M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$2.66M

Top Sells

1
+$2.64M
2
+$2.57M
3
+$2.51M
4
MRVL icon
Marvell Technology
MRVL
+$2.46M
5
MAS icon
Masco
MAS
+$2.35M

Sector Composition

1 Financials 7.02%
2 Healthcare 3.45%
3 Technology 2.82%
4 Communication Services 2.44%
5 Consumer Staples 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
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