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
$39.3M
AUM Growth
+$1.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$191K
2 +$74.3K
3 +$70.7K
4
VZ icon
Verizon
VZ
+$21.8K
5
FCX icon
Freeport-McMoran
FCX
+$15.4K

Top Sells

1 +$54.3K
2 +$41.9K
3 +$20.3K
4
MU icon
Micron Technology
MU
+$19.1K
5
DFS
Discover Financial Services
DFS
+$17.5K

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