MVA
Mount Vernon Associates Portfolio holdings
AUM $123M
This Quarter Return
-2.86%
1 Year Return
+15.87%
3 Year Return
+50.54%
5 Year Return
+204.04%
10 Year Return
+394.53%
AUM
$123M
AUM Growth
-$5.69M (-4%)
Cap. Flow
+$157K
Cap. Flow % of AUM
0.13%
Top 10 Holdings %Top 10 Hldgs %
60.59%
Holding
52
New
2
Increased
16
Reduced
16
Closed
–
Top Buys
| 1 | $214K | |
| 2 | $206K | |
| 3 | $88.1K | |
| 4 | $72.6K | |
| 5 | $47.8K |
Top Sells
| 1 | $359K | |
| 2 | $90K | |
| 3 | $62.8K | |
| 4 | $53K | |
| 5 | $40.3K |
Sector Composition
| 1 | Technology | 28.03% |
| 2 | Communication Services | 16.51% |
| 3 | Financials | 15.51% |
| 4 | Consumer Discretionary | 14.56% |
| 5 | Industrials | 9.34% |