MA
MONECO Advisors Portfolio holdings
AUM
$1.07B
This Quarter Return
-16.86%
1 Year Return
+14.85%
3 Year Return
+56.64%
5 Year Return
+98.23%
10 Year Return
–
AUM
$97.7M
AUM Growth
+$97.7M
(-30%)
Cap. Flow
-$16.8M
Cap. Flow
% of AUM
-17.17%
Top 10 Holdings %
Top 10 Hldgs %
42.08%
Holding
161
New
14
Increased
47
Reduced
55
Closed
44
Top Buys
Top Sells
| 1 |
iShares Interest Rate Hedged High Yield Bond ETF
HYGH
|
$2.98M |
| 2 |
Pembina Pipeline
PBA
|
$1.72M |
| 3 |
WPP
WPP
|
$1.69M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$988K |
| 5 |
Invesco Ultra Short Duration ETF
GSY
|
$948K |
Sector Composition
| 1 | Technology | 9.48% |
| 2 | Communication Services | 3.96% |
| 3 | Healthcare | 3.79% |
| 4 | Financials | 3.66% |
| 5 | Consumer Discretionary | 2.56% |
