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MA

MONECO Advisors Portfolio holdings

AUM $1.29B
1-Year Est. Return 18.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.29B
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$7.57M
2
+$6.46M
3
+$4M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$3.66M
5
SPXX icon
Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
+$3.57M

Top Sells

1
+$7.29M
2
+$3.63M
3
+$3.08M
4
BABA icon
Alibaba
BABA
+$2.72M
5
TD icon
Toronto Dominion Bank
TD
+$2.65M

Sector Composition

1 Technology 8.65%
2 Healthcare 3.39%
3 Financials 2.97%
4 Energy 2.83%
5 Industrials 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WM icon
226
Waste Management
WM
$86.8B
$930K 0.07%
4,046
-531
VYM icon
227
Vanguard High Dividend Yield ETF
VYM
$78.3B
$919K 0.07%
6,205
+1,380
SPLV icon
228
Invesco S&P 500 Low Volatility ETF
SPLV
$6.9B
$885K 0.07%
12,101
-175
BMY icon
229
Bristol-Myers Squibb
BMY
$113B
$873K 0.07%
14,397
+889
TJX icon
230
TJX Companies
TJX
$176B
$866K 0.07%
5,425
-674
BND icon
231
Vanguard Total Bond Market
BND
$156B
$865K 0.07%
11,753
-2,277
IWB icon
232
iShares Russell 1000 ETF
IWB
$47.8B
$853K 0.07%
2,392
+4
IUSV icon
233
iShares Core S&P US Value ETF
IUSV
$26B
$851K 0.07%
8,324
-472
JPEM icon
234
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$379M
$826K 0.06%
13,296
+2,305
TDTT icon
235
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
$2.55B
$816K 0.06%
33,647
+6,594
LRCX icon
236
Lam Research
LRCX
$406B
$810K 0.06%
3,792
+246
TRV icon
237
Travelers Companies
TRV
$63.1B
$784K 0.06%
2,687
-5
CRM icon
238
Salesforce
CRM
$150B
$780K 0.06%
4,179
-497
IBDW icon
239
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.38B
$778K 0.06%
37,189
+4,688
FXI icon
240
iShares China Large-Cap ETF
FXI
$5.43B
$764K 0.06%
21,280
+421
ADI icon
241
Analog Devices
ADI
$197B
$758K 0.06%
2,383
+126
XLU icon
242
State Street Utilities Select Sector SPDR ETF
XLU
$22.3B
$726K 0.06%
15,826
+557
GD icon
243
General Dynamics
GD
$92.2B
$725K 0.06%
2,111
+122
SHY icon
244
iShares 1-3 Year Treasury Bond ETF
SHY
$25.3B
$722K 0.06%
8,747
+2,096
BP icon
245
BP
BP
$113B
$719K 0.06%
15,302
-742
MP icon
246
MP Materials
MP
$10.3B
$718K 0.06%
14,881
-20
QCOM icon
247
Qualcomm
QCOM
$230B
$708K 0.05%
5,497
-36
VWO icon
248
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$703K 0.05%
13,009
+1,800
PANW icon
249
Palo Alto Networks
PANW
$217B
$699K 0.05%
4,363
+1,234
IYK icon
250
iShares US Consumer Staples ETF
IYK
$1.56B
$698K 0.05%
9,969
-5,771
8 9
10
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