MA
MONECO Advisors Portfolio holdings
AUM
$1.07B
This Quarter Return
+8.74%
1 Year Return
+14.85%
3 Year Return
+56.64%
5 Year Return
+98.23%
10 Year Return
–
AUM
$630M
AUM Growth
+$630M
(+20%)
Cap. Flow
+$70.1M
Cap. Flow
% of AUM
11.12%
Top 10 Holdings %
Top 10 Hldgs %
21.6%
Holding
427
New
48
Increased
197
Reduced
140
Closed
20
Top Buys
| 1 |
Grayscale Bitcoin Trust
GBTC
|
$6.61M |
| 2 |
Cambria Shareholder Yield ETF
SYLD
|
$5.02M |
| 3 |
Invesco Water Resources ETF
PHO
|
$2.79M |
| 4 |
iShares Russell Top 200 Growth ETF
IWY
|
$2.78M |
| 5 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$2.78M |
Top Sells
| 1 |
Invesco S&P 500 Top 50 ETF
XLG
|
$4.07M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$3.89M |
| 3 |
iShares Preferred and Income Securities ETF
PFF
|
$1.38M |
| 4 |
Invesco Preferred ETF
PGX
|
$1.21M |
| 5 |
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% |