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Andrew Kelsen — Institutional Investor Profile | Buyside Digest

Andrew Kelsen

Institutional Investor • Moneta Group

Value

$0M

Stocks

38 Stocks

Turnover

0.0%

CIK

0001120927EDGAR ↗

Top Holdings

SCHX(12.54%) VO(8.93%) VEA(8.60%) VTV(8.26%) VUG(8.20%)

Investor Philosophy

Investment philosophy details pending verification.

Andrew Kelsen Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
SCHX	None	Schwab Us Large-Cap Etf - US ETP	General	$1138.9M	12.5%	No Change
VO	None	Vanguard Mid-Cap Etf - US ETP	General	$810.5M	8.9%	No Change
VEA	None	Vanguard FTSE Developed Markets ETF	General	$780.8M	8.6%	No Change
VTV	None	Vanguard Short-Term Treasury ETF	General	$750.2M	8.3%	No Change
VUG	None	Vanguard Growth Etf - US ETP	General	$744.2M	8.2%	No Change
VV	None	Valvoline	General	$491.6M	5.4%	No Change
EWN	None	ISHARES INC	General	$481.2M	5.3%	No Change
SCHM	None	Schwab U.S. Mid-Cap ETF - US ETP	General	$433.9M	4.8%	No Change
VOT	None	Vanguard Mid-Cap Growth Etf - US ETP	General	$231.8M	2.5%	No Change
SCHG	None	Schwab U.S. Large-Cap Growth ETF - US ETP	General	$225.5M	2.5%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
No recent sells.

13F Sector Breakdown

General88.2%

Information Technology5.3%

Industrials3.5%

Consumer Staples2.0%

Communication Services0.6%

Sector	Stocks	Value	Exposure
General	27	$8005.2M	88.2%
Information Technology	4	$478.2M	5.3%
Industrials	4	$313.1M	3.5%
Consumer Staples	1	$178.6M	2.0%
Communication Services	1	$55.7M	0.6%
Consumer Discretionary	1	$48.3M	0.5%