MA
MONECO Advisors Portfolio holdings
AUM
$1.07B
This Quarter Return
+4.84%
1 Year Return
+14.85%
3 Year Return
+56.64%
5 Year Return
+98.23%
10 Year Return
–
AUM
$206M
AUM Growth
+$206M
(+14%)
Cap. Flow
+$20.7M
Cap. Flow
% of AUM
10.05%
Top 10 Holdings %
Top 10 Hldgs %
30.6%
Holding
226
New
40
Increased
119
Reduced
44
Closed
6
Top Buys
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Zscaler
ZS
$43.2B
| – | – |
-1,000
| Closed | -$207K |
|