We are live on ! Find out more
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
$250M
AUM Growth
-$7.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$1.05M
3
+$1.05M
4
PTNQ icon
Pacer Trendpilot 100 ETF
PTNQ
+$947K
5
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$746K

Top Sells

1
+$701K
2
+$428K
3
+$416K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$347K
5
C icon
Citigroup
C
+$346K

Sector Composition

1 Technology 10.47%
2 Healthcare 7.35%
3 Financials 3.63%
4 Consumer Discretionary 3.36%
5 Industrials 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-9,717
252
– –
-7,500
253
– –
-4,604
254
– –
-5,213
255
– –
-9,131
256
– –
-12,297
257
– –
-4,578
258
– –
-8,333
259
– –
-3,081
260
– –
-684
7 8 9 10
11