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MA
MONECO Advisors Portfolio holdings
AUM
$1.29B
1-Year Est. Return
18.07%
This Fund
S&P 500
1 Year Est. Return
+18.07%
AUM
$1.29B
AUM Growth
+$29.7M
(+2.4%)
Holding
551
Top Buys
| 1 | +$7.57M | |
| 2 | +$6.46M | |
| 3 | +$4M | |
| 4 |
iShares Russell Top 200 Growth ETF
IWY
|
+$3.66M |
| 5 |
Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
|
+$3.57M |
Top Sells
| 1 | +$7.29M | |
| 2 | +$3.63M | |
| 3 | +$3.08M | |
| 4 |
Alibaba
BABA
|
+$2.72M |
| 5 |
Toronto Dominion Bank
TD
|
+$2.65M |
Sector Composition
| 1 | Technology | 8.65% |
| 2 | Healthcare | 3.39% |
| 3 | Financials | 2.97% |
| 4 | Energy | 2.83% |
| 5 | Industrials | 2.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
551
Danaher
DHR
$130B
| – | – |
-1,443
|
|