MVA
Mount Vernon Associates Portfolio holdings
AUM
$143M
1-Year Est. Return
27.45%
1 Year Est. Return
+27.45%
AUM
$138M
AUM Growth
+$15.8M
(+13%)
Holding
56
Top Buys
| 1 | +$2.07M | |
| 2 | +$275K | |
| 3 | +$259K | |
| 4 |
NVIDIA
NVDA
|
+$237K |
| 5 |
First Solar
FSLR
|
+$215K |
Top Sells
| 1 | +$326K | |
| 2 | +$237K | |
| 3 | +$222K | |
| 4 |
Costco
COST
|
+$131K |
| 5 |
Amazon
AMZN
|
+$127K |
Sector Composition
| 1 | Technology | 29.56% |
| 2 | Communication Services | 17.96% |
| 3 | Financials | 15.93% |
| 4 | Consumer Discretionary | 13.78% |
| 5 | Industrials | 9.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Philip Morris
PM
$225B
| $237K | 0.17% |
1,300
|
|
||
52
Williams Companies
WMB
$70.7B
| $225K | 0.16% |
3,583
|
|
||
|
53
First Solar
FSLR
$28.6B
| $215K | 0.16% |
+1,300
|
|
||
|
TKO
54
DELISTED
TELKONET INC
TKO
| $7K | 0.01% |
1,190,500
|
|
||
55
DuPont de Nemours
DD
$34.2B
| – | – |
-6,782
|
|
||
|
YOGA
56
DELISTED
YogaWorks, Inc. Common Stock
YOGA
| $0 | ﹤0.01% |
93,500
|
|