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
$630M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Sells

1 +$4.07M
2 +$3.89M
3 +$1.38M
4
PGX icon
Invesco Preferred ETF
PGX
+$1.21M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.11M

Sector Composition

1 Technology 10.54%
2 Healthcare 6.06%
3 Financials 4.38%
4 Consumer Discretionary 3.18%
5 Industrials 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
-15,765
427
-1,126