MA

MONECO Advisors Portfolio holdings

AUM $1.26B
1-Year Est. Return 16.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$266M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$1.83M
3
+$1.4M
4
XSVM icon
Invesco S&P SmallCap Value with Momentum ETF
XSVM
+$1.36M
5
AMAT icon
Applied Materials
AMAT
+$1.19M

Top Sells

1
+$1.33M
2
+$1.07M
3
+$965K
4
PBW icon
Invesco WilderHill Clean Energy ETF
PBW
+$648K
5
OGIG icon
ALPS O'Shares Global Internet Giants ETF
OGIG
+$538K

Sector Composition

1 Technology 12.87%
2 Healthcare 7.05%
3 Financials 4.44%
4 Communication Services 3.51%
5 Consumer Discretionary 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
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