MA
MONECO Advisors Portfolio holdings
AUM
$1.26B
1-Year Est. Return
16.67%
This Fund
S&P 500
1 Year Est. Return
+16.67%
AUM
$1.26B
AUM Growth
+$61.7M
(+5.1%)
Holding
534
Top Buys
| 1 | +$18.4M | |
| 2 | +$7.35M | |
| 3 | +$3.2M | |
| 4 |
ENI
E
|
+$2.73M |
| 5 |
McKesson
MCK
|
+$2.7M |
Top Sells
| 1 | +$24M | |
| 2 | +$4.98M | |
| 3 | +$3.15M | |
| 4 |
Pacer US Cash Cows 100 ETF
COWZ
|
+$2.69M |
| 5 |
BSMP
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
|
+$2.6M |
Sector Composition
| 1 | Technology | 9.49% |
| 2 | Financials | 3.7% |
| 3 | Healthcare | 3.36% |
| 4 | Communication Services | 2.63% |
| 5 | Consumer Discretionary | 2.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
526
Mercado Libre
MELI
$88.3B
| – | – |
-434
|
|
||
527
iShares National Muni Bond ETF
MUB
$42.8B
| – | – |
-2,020
|
|
||
528
NXP Semiconductors
NXPI
$51.3B
| – | – |
-958
|
|
||
529
OGE Energy
OGE
$9.82B
| – | – |
-7,555
|
|
||
530
SEI Enhanced US Large Cap Momentum Factor ETF
SEIM
$1.17B
| – | – |
-4,527
|
|
||
531
Spotify
SPOT
$109B
| – | – |
-1,828
|
|
||
532
TransDigm Group
TDG
$71.6B
| – | – |
-1,364
|
|
||
533
Vertex Pharmaceuticals
VRTX
$127B
| – | – |
-514
|
|
||
|
SW
534
Smurfit Westrock
SW
$22.4B
| – | – |
-6,568
|
|