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
$40.2M
AUM Growth
+$893K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Sells

1 +$28.4K
2 +$24.9K
3 +$19.9K
4
TNL icon
Travel + Leisure Co
TNL
+$19.7K
5
HIG icon
Hartford Financial Services
HIG
+$18.1K

Sector Composition

1 Technology 25.99%
2 Financials 22.97%
3 Consumer Discretionary 15.7%
4 Industrials 9.71%
5 Healthcare 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$203K 0.51%
2,050