MVA

Mount Vernon Associates Portfolio holdings

AUM $143M
1-Year Est. Return 27.45%
This Quarter Est. Return
1 Year Est. Return
+27.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$39.3M
AUM Growth
+$1.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$197K
2 +$73.6K
3 +$68.1K
4
VZ icon
Verizon
VZ
+$22K
5
FCX icon
Freeport-McMoran
FCX
+$16.4K

Top Sells

1 +$59.3K
2 +$43.4K
3 +$23K
4
AXP icon
American Express
AXP
+$21.4K
5
DFS
Discover Financial Services
DFS
+$18.6K

Sector Composition

1 Technology 25.29%
2 Financials 23.04%
3 Consumer Discretionary 15.96%
4 Industrials 11.03%
5 Healthcare 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$197K 0.5%
1,485
+20