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
$948M
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$33M
2
+$6.21M
3
+$5.48M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$5.24M
5
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$4.95M

Top Sells

1
+$4.68M
2
+$4.64M
3
+$4.22M
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$2.99M
5
ADP icon
Automatic Data Processing
ADP
+$2.67M

Sector Composition

1 Technology 9.68%
2 Financials 4.64%
3 Healthcare 3.43%
4 Communication Services 2.83%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$332K 0.04%
7,245
352
$326K 0.03%
960
+84
353
$326K 0.03%
1,975
+137
354
$323K 0.03%
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355
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3,320
+1,036
356
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10,443
-597
357
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358
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1,503
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359
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+7,522
360
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6,071
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361
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7,089
362
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1,496
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363
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2,745
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364
$300K 0.03%
+3,681
365
$300K 0.03%
3,484
-1,405
366
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368
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369
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14,791
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371
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1,226
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372
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13,295
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373
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13,389
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374
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4,792
+122
375
$291K 0.03%
1,779
-183
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