MA

MONECO Advisors Portfolio holdings

AUM $1.07B
1-Year Est. Return 14.85%
This Quarter Est. Return
1 Year Est. Return
+14.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$206M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Sells

1 +$809K
2 +$676K
3 +$560K
4
TTD icon
Trade Desk
TTD
+$314K
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$279K

Sector Composition

1 Technology 11.5%
2 Healthcare 4.37%
3 Communication Services 4.06%
4 Industrials 4%
5 Consumer Discretionary 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-1,000