MA
MONECO Advisors Portfolio holdings
AUM
$1.2B
1-Year Est. Return
16.09%
1 Year Est. Return
+16.09%
AUM
$1.2B
AUM Growth
+$123M
(+11%)
Holding
517
Top Buys
| 1 | +$7.7M | |
| 2 | +$5.78M | |
| 3 | +$3.81M | |
| 4 |
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
|
+$3.67M |
| 5 |
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
|
+$3.14M |
Top Sells
| 1 | +$4M | |
| 2 | +$3.83M | |
| 3 | +$2.98M | |
| 4 |
WisdomTree Emerging Currency Strategy Fund
CEW
|
+$2.51M |
| 5 |
Invesco Global Water ETF
PIO
|
+$1.79M |
Sector Composition
| 1 | Technology | 9.63% |
| 2 | Financials | 4.05% |
| 3 | Communication Services | 2.75% |
| 4 | Healthcare | 2.71% |
| 5 | Consumer Discretionary | 2.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
501
Cigna
CI
$70.2B
| – | – |
-842
|
|
||
502
iShares MSCI Germany ETF
EWG
$1.78B
| – | – |
-41,339
|
|
||
503
Factset
FDS
$10.8B
| – | – |
-536
|
|
||
504
Invesco CurrencyShares Japanese Yen Trust
FXY
$460M
| – | – |
-24,838
|
|
||
|
HES
505
DELISTED
Hess
HES
| – | – |
-5,463
|
|
||
506
Marsh & McLennan
MMC
$88.8B
| – | – |
-1,009
|
|
||
507
MasTec
MTZ
$17.4B
| – | – |
-3,479
|
|
||
508
United Parcel Service
UPS
$82.3B
| – | – |
-2,153
|
|
||
509
Vanguard Extended Market ETF
VXF
$25.1B
| – | – |
-1,074
|
|
||
510
Vanguard Total International Stock ETF
VXUS
$114B
| – | – |
-3,191
|
|
||
511
iShares Future Exponential Technologies ETF
XT
$3.71B
| – | – |
-3,470
|
|
||
512
Sun Life Financial
SLF
$32.9B
| – | – |
-6,877
|
|
||
513
Super Micro Computer
SMCI
$20.9B
| – | – |
-4,600
|
|
||
|
SWTX
514
DELISTED
SpringWorks Therapeutics
SWTX
| – | – |
-16,044
|
|
||
515
Plains All American Pipeline
PAA
$12.3B
| – | – |
-63,357
|
|
||
516
Sprouts Farmers Market
SFM
$8.11B
| – | – |
-1,600
|
|
||
517
Target
TGT
$42.4B
| – | – |
-2,281
|
|