MA
MONECO Advisors Portfolio holdings
AUM
$1.07B
1-Year Return
14.85%
This Quarter Return
+7.38%
1 Year Return
+14.85%
3 Year Return
+56.64%
5 Year Return
+98.23%
10 Year Return
–
AUM
$1.07B
AUM Growth
+$109M
(+11%)
Cap. Flow
+$52M
Cap. Flow
% of AUM
4.84%
Top 10 Holdings %
Top 10 Hldgs %
26.19%
Holding
487
New
33
Increased
206
Reduced
198
Closed
19
Top Buys
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$7.15M |
| 2 |
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
|
+$4.6M |
| 3 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$3.67M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$3.42M |
| 5 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$3.29M |
Top Sells
| 1 |
Amazon
AMZN
|
+$3.37M |
| 2 |
Abbott
ABT
|
+$3.34M |
| 3 |
iShares S&P 100 ETF
OEF
|
+$3.13M |
| 4 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
+$3.05M |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
+$2.8M |
Sector Composition
| 1 | Technology | 9.52% |
| 2 | Financials | 4.01% |
| 3 | Healthcare | 2.75% |
| 4 | Industrials | 2.51% |
| 5 | Communication Services | 2.42% |
