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
$367M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1 +$4.42M
2 +$1.94M
3 +$753K
4
SYLD icon
Cambria Shareholder Yield ETF
SYLD
+$687K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$681K

Sector Composition

1 Technology 11.94%
2 Healthcare 6.64%
3 Financials 3.92%
4 Industrials 3.35%
5 Consumer Discretionary 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
-22,274
352
-10,247
353
-2,064
354
-3,633