MA
MONECO Advisors Portfolio holdings
AUM
$1.07B
1-Year Return
14.85%
This Quarter Return
-0.9%
1 Year Return
+14.85%
3 Year Return
+56.64%
5 Year Return
+98.23%
10 Year Return
–
AUM
$966M
AUM Growth
+$18M
(+1.9%)
Cap. Flow
+$37.9M
Cap. Flow
% of AUM
3.93%
Top 10 Holdings %
Top 10 Hldgs %
25.25%
Holding
502
New
37
Increased
196
Reduced
199
Closed
48
Top Buys
Top Sells
| 1 |
iShares S&P 100 ETF
OEF
|
$5.04M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$3.4M |
| 3 |
First Trust Dow Jones Internet Index Fund ETF
FDN
|
$2.94M |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
$2.9M |
| 5 |
Invesco Water Resources ETF
PHO
|
$2.68M |
Sector Composition
| 1 | Technology | 8.57% |
| 2 | Financials | 3.97% |
| 3 | Healthcare | 3.75% |
| 4 | Consumer Discretionary | 2.62% |
| 5 | Communication Services | 2.59% |
