MVA

Mount Vernon Associates Portfolio holdings

AUM $149M
1-Year Est. Return 24.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$38.2M
AUM Growth
+$37K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$390K
2 +$193K
3 +$46.6K
4
TKO
TELKONET INC
TKO
+$23.4K
5
FCX icon
Freeport-McMoran
FCX
+$23.3K

Top Sells

1 +$190K
2 +$152K
3 +$150K
4
HIG icon
Hartford Financial Services
HIG
+$90.4K
5
COF icon
Capital One
COF
+$62.4K

Sector Composition

1 Technology 23.97%
2 Financials 23.78%
3 Consumer Discretionary 16.24%
4 Industrials 11.32%
5 Healthcare 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$204K 0.53%
+2,050