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MONECO Advisors Portfolio holdings

AUM $1.29B
1-Year Est. Return 18.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.29B
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$7.57M
2
+$6.46M
3
+$4M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$3.66M
5
SPXX icon
Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
+$3.57M

Top Sells

1
+$7.29M
2
+$3.63M
3
+$3.08M
4
BABA icon
Alibaba
BABA
+$2.72M
5
TD icon
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
VBK icon
126
Vanguard Small-Cap Growth ETF
VBK
$23.2B
$2.24M 0.17%
7,422
+470
WMT icon
127
Walmart Inc
WMT
$954B
$2.23M 0.17%
17,976
+671
VBR icon
128
Vanguard Small-Cap Value ETF
VBR
$35.6B
$2.22M 0.17%
10,228
+1
BSJW
129
Invesco BulletShares 2032 High Yield Corporate Bond ETF
BSJW
$40.4M
$2.2M 0.17%
87,363
+3,990
AMD icon
130
Advanced Micro Devices
AMD
$800B
$2.19M 0.17%
10,761
+147
XLK icon
131
State Street Technology Select Sector SPDR ETF
XLK
$120B
$2.15M 0.17%
16,154
-936
T icon
132
AT&T
T
$156B
$2.13M 0.16%
73,332
-142
PLTR icon
133
Palantir
PLTR
$327B
$2.06M 0.16%
14,093
+1,027
REMX icon
134
VanEck Rare Earth/Strategic Metals ETF
REMX
$2.71B
$2.05M 0.16%
23,333
+8
QUAL icon
135
iShares MSCI USA Quality Factor ETF
QUAL
$45.6B
$2.05M 0.16%
10,685
-803
TSM icon
136
TSMC
TSM
$2.21T
$2.02M 0.16%
5,963
+78
BSJT icon
137
Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT
$529M
$2M 0.15%
94,924
-16,747
ILF icon
138
iShares Latin America 40 ETF
ILF
$4.09B
$1.99M 0.15%
55,927
+8,710
XLV icon
139
State Street Health Care Select Sector SPDR ETF
XLV
$38.9B
$1.97M 0.15%
13,471
-907
VOO icon
140
Vanguard S&P 500 ETF
VOO
$973B
$1.94M 0.15%
3,243
+423
IWM icon
141
iShares Russell 2000 ETF
IWM
$78.5B
$1.91M 0.15%
7,683
-407
ROBO icon
142
ROBO Global Robotics & Automation Index ETF
ROBO
$1.95B
$1.9M 0.15%
+27,798
BAC icon
143
Bank of America
BAC
$381B
$1.89M 0.15%
38,775
-1,685
VO icon
144
Vanguard Mid-Cap ETF
VO
$102B
$1.89M 0.15%
26,320
-2,696
PEP icon
145
PepsiCo
PEP
$192B
$1.84M 0.14%
11,856
-2,022
VEA icon
146
Vanguard FTSE Developed Markets ETF
VEA
$225B
$1.83M 0.14%
28,614
-3,378
KKR icon
147
KKR & Co
KKR
$83.7B
$1.82M 0.14%
19,631
-466
FCX icon
148
Freeport-McMoran
FCX
$91.9B
$1.8M 0.14%
30,549
+1,080
IJH icon
149
iShares Core S&P Mid-Cap ETF
IJH
$119B
$1.79M 0.14%
26,509
-2,603
BSCY
150
Invesco BulletShares 2034 Corporate Bond ETF
BSCY
$546M
$1.78M 0.14%
86,014
-123
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6
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