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
$67.9M
AUM Growth
+$3.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$480K
2 +$208K
3 +$81.8K
4
TKO
TELKONET INC
TKO
+$52.5K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$50.1K

Top Sells

1 +$216K
2 +$174K
3 +$165K
4
AMZN icon
Amazon
AMZN
+$164K
5
PYPL icon
PayPal
PYPL
+$93.8K

Sector Composition

1 Technology 25.16%
2 Financials 21.92%
3 Consumer Discretionary 18.83%
4 Communication Services 9.76%
5 Industrials 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$160K 0.24%
17,285
52
$93K 0.14%
12,600
53
$51K 0.08%
670
-125
54
-950
55
-18,300
56
-10,750