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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
PTIN icon
251
Pacer Trendpilot International ETF
PTIN
$184M
$697K 0.05%
21,436
+270
IJJ icon
252
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.46B
$691K 0.05%
5,215
-36
JAVA icon
253
JPMorgan Active Value ETF
JAVA
$6.45B
$688K 0.05%
9,590
+290
AXP icon
254
American Express
AXP
$213B
$685K 0.05%
2,266
+109
CL icon
255
Colgate-Palmolive
CL
$68.9B
$684K 0.05%
8,031
-50
VYMI icon
256
Vanguard International High Dividend Yield ETF
VYMI
$19.2B
$681K 0.05%
7,228
+3,825
BE icon
257
Bloom Energy
BE
$72.1B
$680K 0.05%
+5,022
XMHQ icon
258
Invesco S&P MidCap Quality ETF
XMHQ
$5.3B
$680K 0.05%
6,577
+75
ITW icon
259
Illinois Tool Works
ITW
$72.6B
$674K 0.05%
2,591
+41
D icon
260
Dominion Energy
D
$57.6B
$658K 0.05%
10,641
-119
AUSF icon
261
Global X Adaptive US Factor ETF
AUSF
$846M
$656K 0.05%
13,564
+7,825
ES icon
262
Eversource Energy
ES
$25.6B
$651K 0.05%
9,391
+125
SYK icon
263
Stryker
SYK
$116B
$649K 0.05%
1,976
-283
ABT icon
264
Abbott
ABT
$158B
$641K 0.05%
6,243
+103
AZN icon
265
AstraZeneca
AZN
$282B
$638K 0.05%
3,235
-2,939
SPMO icon
266
Invesco S&P 500 Momentum ETF
SPMO
$19.7B
$633K 0.05%
5,647
-1,634
IWL icon
267
iShares Russell Top 200 ETF
IWL
$2.17B
$631K 0.05%
3,930
F icon
268
Ford
F
$59.8B
$629K 0.05%
54,492
+2,266
PM icon
269
Philip Morris
PM
$274B
$623K 0.05%
3,765
+100
HWM icon
270
Howmet Aerospace
HWM
$98.6B
$617K 0.05%
2,677
+11
WFC icon
271
Wells Fargo
WFC
$248B
$614K 0.05%
7,709
-148
CB icon
272
Chubb
CB
$125B
$613K 0.05%
1,880
-12
TTE icon
273
TotalEnergies
TTE
$197B
$611K 0.05%
6,711
-270
QXO
274
QXO Inc
QXO
$11.3B
$608K 0.05%
31,287
+1,758
MRVL icon
275
Marvell Technology
MRVL
$253B
$607K 0.05%
6,132
-80
9 10
11
12 13