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
$84.6M
AUM Growth
+$6.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$319K

Top Sells

1 +$1.24M
2 +$338K
3 +$258K
4
COST icon
Costco
COST
+$134K
5
AMZN icon
Amazon
AMZN
+$110K

Sector Composition

1 Technology 30.89%
2 Consumer Discretionary 16.71%
3 Financials 15.37%
4 Communication Services 11.74%
5 Industrials 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$0 ﹤0.01%
98,500