MA
MONECO Advisors Portfolio holdings
AUM
$1.07B
This Quarter Return
+1.05%
1 Year Return
+14.85%
3 Year Return
+56.64%
5 Year Return
+98.23%
10 Year Return
–
AUM
$129M
AUM Growth
+$129M
(+3.4%)
Cap. Flow
+$3.38M
Cap. Flow
% of AUM
2.63%
Top 10 Holdings %
Top 10 Hldgs %
40.08%
Holding
143
New
12
Increased
73
Reduced
40
Closed
2
Top Buys
| 1 |
SPDR Gold Trust
GLD
|
$319K |
| 2 |
Home Depot
HD
|
$311K |
| 3 |
Cummins
CMI
|
$277K |
| 4 |
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
|
$270K |
| 5 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$267K |
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
$965K |
| 2 |
Vanguard Mid-Cap Growth ETF
VOT
|
$361K |
| 3 |
UnitedHealth
UNH
|
$227K |
| 4 |
Chevron
CVX
|
$213K |
| 5 |
SPDR S&P Dividend ETF
SDY
|
$143K |
Sector Composition
| 1 | Technology | 7.66% |
| 2 | Communication Services | 4.82% |
| 3 | Financials | 4.63% |
| 4 | Industrials | 3.5% |
| 5 | Healthcare | 2.68% |
