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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
LIN icon
301
Linde
LIN
$232B
$510K 0.04%
1,030
-54
CTAS icon
302
Cintas
CTAS
$69.5B
$510K 0.04%
3,015
+3
DE icon
303
Deere & Co
DE
$155B
$503K 0.04%
893
-141
EFA icon
304
iShares MSCI EAFE ETF
EFA
$75.9B
$501K 0.04%
5,163
+1,971
MFSI
305
MFS Active International ETF
MFSI
$1.08B
$500K 0.04%
16,811
+1,808
XSMO icon
306
Invesco S&P SmallCap Momentum ETF
XSMO
$2.85B
$497K 0.04%
6,542
-170
GILD icon
307
Gilead Sciences
GILD
$159B
$497K 0.04%
3,568
-124
SCHG icon
308
Schwab US Large-Cap Growth ETF
SCHG
$58.9B
$496K 0.04%
17,034
+1
BSJX
309
Invesco BulletShares 2033 High Yield Corporate Bond ETF
BSJX
$17.5M
$495K 0.04%
19,883
+2,796
DVN icon
310
Devon Energy
DVN
$52B
$491K 0.04%
9,756
-1,041
EFG icon
311
iShares MSCI EAFE Growth ETF
EFG
$16.2B
$487K 0.04%
4,369
-73
PH icon
312
Parker-Hannifin
PH
$111B
$479K 0.04%
535
-11
BOTZ icon
313
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.59B
$478K 0.04%
14,386
+7,398
GOVT icon
314
iShares US Treasury Bond ETF
GOVT
$42.4B
$477K 0.04%
20,820
-4,446
SPSK icon
315
SP Funds Dow Jones Global Sukuk ETF
SPSK
$560M
$475K 0.04%
26,517
+196
VTIP icon
316
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$18.9B
$472K 0.04%
9,446
-1,846
ASML icon
317
ASML
ASML
$674B
$471K 0.04%
357
+31
TT icon
318
Trane Technologies
TT
$101B
$468K 0.04%
1,123
+113
VEU icon
319
Vanguard FTSE All-World ex-US ETF
VEU
$65.1B
$467K 0.04%
6,213
+8
LPLA icon
320
LPL Financial
LPLA
$22.7B
$466K 0.04%
1,547
FNX icon
321
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.34B
$464K 0.04%
3,621
+1
VONG icon
322
Vanguard Russell 1000 Growth ETF
VONG
$44.3B
$453K 0.04%
+4,132
EVTR icon
323
Eaton Vance Total Return Bond ETF
EVTR
$5.3B
$452K 0.04%
+8,905
BIP icon
324
Brookfield Infrastructure Partners
BIP
$17.8B
$449K 0.03%
12,436
+454
SHEL icon
325
Shell
SHEL
$241B
$444K 0.03%
4,776
-2,996
11 12
13
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