MVA
Mount Vernon Associates Portfolio holdings
AUM
$143M
1-Year Est. Return
27.45%
1 Year Est. Return
+27.45%
AUM
$143M
AUM Growth
+$4.83M
(+3.5%)
Holding
55
Top Buys
| 1 | +$100K | |
| 2 | +$74.7K | |
| 3 | +$44.1K | |
| 4 |
Bristol-Myers Squibb
BMY
|
+$31.6K |
| 5 |
American Express
AXP
|
+$28.2K |
Top Sells
| 1 | +$1.6M | |
| 2 | +$1.07M | |
| 3 | +$242K | |
| 4 |
Apple
AAPL
|
+$221K |
| 5 |
Citigroup
C
|
+$183K |
Sector Composition
| 1 | Technology | 30.6% |
| 2 | Communication Services | 18.53% |
| 3 | Financials | 16.19% |
| 4 | Consumer Discretionary | 13.73% |
| 5 | Industrials | 8.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Williams Companies
WMB
$70.5B
| $227K | 0.16% |
3,583
|
|
||
52
Procter & Gamble
PG
$352B
| $225K | 0.16% |
1,465
-113
|
|
||
53
Philip Morris
PM
$224B
| $211K | 0.15% |
1,300
|
|
||
|
TKO
54
DELISTED
TELKONET INC
TKO
| $7K | ﹤0.01% |
1,190,500
|
|
||
|
YOGA
55
DELISTED
YogaWorks, Inc. Common Stock
YOGA
| $0 | ﹤0.01% |
93,500
|
|