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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
CRH icon
426
CRH
CRH
$67.8B
$275K 0.02%
2,618
+299
IWO icon
427
iShares Russell 2000 Growth ETF
IWO
$14.3B
$275K 0.02%
876
-9
ACN icon
428
Accenture
ACN
$107B
$273K 0.02%
1,378
-125
SHW icon
429
Sherwin-Williams
SHW
$73.9B
$272K 0.02%
849
+100
EOG icon
430
EOG Resources
EOG
$74.6B
$272K 0.02%
+1,881
RLY icon
431
State Street Multi-Asset Real Return ETF
RLY
$1.17B
$271K 0.02%
+7,492
BTI icon
432
British American Tobacco
BTI
$129B
$270K 0.02%
4,625
+122
TGT icon
433
Target
TGT
$56.3B
$267K 0.02%
2,207
-35
AIQ icon
434
Global X Artificial Intelligence & Technology ETF
AIQ
$10.5B
$267K 0.02%
+5,722
MS icon
435
Morgan Stanley
MS
$335B
$267K 0.02%
+1,622
EELV icon
436
Invesco S&P Emerging Markets Low Volatility ETF
EELV
$424M
$266K 0.02%
9,488
-2,347
FSK icon
437
FS KKR Capital
FSK
$2.98B
$266K 0.02%
26,162
+3,398
CMCSA icon
438
Comcast
CMCSA
$84.9B
$266K 0.02%
9,275
+1,321
IBB icon
439
iShares Biotechnology ETF
IBB
$7.72B
$266K 0.02%
1,576
-104
BIIB icon
440
Biogen
BIIB
$28.4B
$263K 0.02%
1,436
+17
EXEL icon
441
Exelixis
EXEL
$13B
$262K 0.02%
6,104
-34
SEIE
442
SEI Select International Equity ETF
SEIE
$1.07B
$259K 0.02%
7,933
+1,505
SCHV icon
443
Schwab US Large-Cap Value ETF
SCHV
$15.6B
$257K 0.02%
8,419
+79
IEF icon
444
iShares 7-10 Year Treasury Bond ETF
IEF
$46.8B
$254K 0.02%
2,658
-338
PYLD icon
445
PIMCO Multi Sector Bond Active ETF
PYLD
$13.9B
$253K 0.02%
9,655
+536
NXPI icon
446
NXP Semiconductors
NXPI
$76B
$250K 0.02%
+1,270
MYCH
447
State Street My2028 Corporate Bond ETF
MYCH
$573M
$250K 0.02%
+10,006
EQT icon
448
EQT Corp
EQT
$33.1B
$248K 0.02%
3,897
+7
CRWV
449
CoreWeave Inc
CRWV
$55.9B
$248K 0.02%
+3,200
PEG icon
450
Public Service Enterprise Group
PEG
$38.7B
$248K 0.02%
3,062
-171
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