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
426
$227K 0.02%
1,960
+40
427
$227K 0.02%
484
+27
428
$227K 0.02%
+5,906
429
$225K 0.02%
3,297
-785
430
$225K 0.02%
+1,769
431
$223K 0.02%
+1,206
432
$221K 0.02%
+456
433
$221K 0.02%
14,187
+2,061
434
$221K 0.02%
+3,900
435
$220K 0.02%
5,954
+537
436
$219K 0.02%
931
+21
437
$218K 0.02%
918
+13
438
$216K 0.02%
+775
439
$216K 0.02%
10,600
+1,500
440
$215K 0.02%
2,080
+52
441
$214K 0.02%
1,633
-117
442
$214K 0.02%
+1,148
443
$211K 0.02%
4,501
444
$210K 0.02%
1,826
-12
445
$210K 0.02%
1,076
+38
446
$207K 0.02%
2,235
+17
447
$207K 0.02%
8,511
+1
448
$207K 0.02%
+2,573
449
$206K 0.02%
+1,868
450
$206K 0.02%
3,632
-1,738
16 17
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