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
$128M
AUM Growth
+$2.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$219K
2 +$17K
3 +$15.9K
4
TSLA icon
Tesla
TSLA
+$10.1K
5
ENPH icon
Enphase Energy
ENPH
+$7.21K

Top Sells

1 +$871K
2 +$828K
3 +$825K
4
MU icon
Micron Technology
MU
+$218K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$122K

Sector Composition

1 Technology 28.54%
2 Communication Services 16.22%
3 Consumer Discretionary 15.95%
4 Financials 15.09%
5 Industrials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-10,572
52
-2,100
53
-29,400