Montag A & Associates Inc
CIK Number: 0000829407
2.11B
Market Value
907
# of Holdings
16 months
Avg. Holding Period
38.69%
Win Rate
8.56%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 527.38 | -3.45% | 216.98K | +10.00% | 127.73M | 353.66 | 6.06% |
| 2 | SPY | SPDR S&P 500 ET... | 524.86 | -4.33% | 183.65K | -0.1% | 108M | 264.28 | 5.13% |
| 3 | AAPL | Apple Inc. | 190.86 | -4.02% | 312.98K | -0.74% | 78.38M | 55.17 | 3.72% |
| 4 | MDY | SPDR S&P MIDCAP... | 490.76 | -4.15% | 108.39K | -1.85% | 61.96M | 236.47 | 2.94% |
| 5 | MSFT | Microsoft Corpo... | 381.40 | -2.33% | 144.75K | +0.32% | 61.01M | 106.09 | 2.90% |
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