MA
MONECO Advisors Portfolio holdings
AUM
$1.07B
This Quarter Return
-14.12%
1 Year Return
+14.85%
3 Year Return
+56.64%
5 Year Return
+98.23%
10 Year Return
–
AUM
$86M
AUM Growth
–
Cap. Flow
+$86M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
49%
Holding
99
New
99
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
$7.53M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$7.29M |
| 3 |
HFRO
Highland Opportunities and Income Fund
HFRO
|
$4.94M |
| 4 |
SPDR S&P Dividend ETF
SDY
|
$4.09M |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$3.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 6.56% |
| 2 | Communication Services | 3.76% |
| 3 | Financials | 3.75% |
| 4 | Healthcare | 3.5% |
| 5 | Industrials | 2.79% |
