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
$258M
AUM Growth
-$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$3.17M
3
+$2.3M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.14M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.72M

Top Sells

1
+$2.15M
2
+$1.38M
3
+$807K
4
VUG icon
Vanguard Growth ETF
VUG
+$670K
5
QSIG
WisdomTree U.S. Short Term Corporate Bond Fund
QSIG
+$577K

Sector Composition

1 Technology 10.69%
2 Healthcare 7.48%
3 Financials 3.82%
4 Consumer Discretionary 3.09%
5 Communication Services 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
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