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
$43.1M
AUM Growth
-$3.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$695K
2 +$328K
3 +$201K
4
AMZN icon
Amazon
AMZN
+$128K
5
MBI icon
MBIA
MBI
+$120K

Top Sells

1 +$713K
2 +$211K
3 +$31.2K
4
AA icon
Alcoa
AA
+$29K
5
HIG icon
Hartford Financial Services
HIG
+$22.9K

Sector Composition

1 Technology 24.22%
2 Financials 24.16%
3 Consumer Discretionary 17.26%
4 Industrials 7.74%
5 Communication Services 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$110K 0.26%
1,685
+225
52
$0 ﹤0.01%
78,275
53
-3,878