MA
MONECO Advisors Portfolio holdings
AUM
$1.07B
This Quarter Return
+2.11%
1 Year Return
+14.85%
3 Year Return
+56.64%
5 Year Return
+98.23%
10 Year Return
–
AUM
$680M
AUM Growth
+$680M
(+8%)
Cap. Flow
+$53.5M
Cap. Flow
% of AUM
7.86%
Top 10 Holdings %
Top 10 Hldgs %
22.55%
Holding
450
New
43
Increased
180
Reduced
165
Closed
32
Top Buys
| 1 |
NVIDIA
NVDA
|
$10.4M |
| 2 |
Pacer US Cash Cows 100 ETF
COWZ
|
$5.26M |
| 3 |
iShares Russell Top 200 Growth ETF
IWY
|
$4.94M |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$4.18M |
| 5 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$3.62M |
Top Sells
| 1 |
Spotify
SPOT
|
$3.49M |
| 2 |
iShares Latin America 40 ETF
ILF
|
$2.63M |
| 3 |
Amplify Cybersecurity ETF
HACK
|
$2.62M |
| 4 |
IQVIA
IQV
|
$2.31M |
| 5 |
Wells Fargo
WFC
|
$2.24M |
Sector Composition
| 1 | Technology | 11.29% |
| 2 | Healthcare | 5.02% |
| 3 | Financials | 4.24% |
| 4 | Consumer Discretionary | 3.04% |
| 5 | Energy | 2.94% |
