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
$118M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$4.66M
2 +$1.48M
3 +$248K
4
TSLA icon
Tesla
TSLA
+$45.7K
5
PFE icon
Pfizer
PFE
+$33.3K

Top Sells

1 +$256K
2 +$158K
3 +$132K
4
AAPL icon
Apple
AAPL
+$85.7K
5
AMZN icon
Amazon
AMZN
+$67.1K

Sector Composition

1 Technology 28.06%
2 Consumer Discretionary 15.67%
3 Financials 14.81%
4 Communication Services 14.13%
5 Industrials 12.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$223K 0.19%
1,380
-100
52
$18K 0.02%
1,405,800
53
$0 ﹤0.01%
93,500
-5,000
54
-500