MMG

Monetary Management Group Portfolio holdings

AUM $406M
1-Year Est. Return 20.1%
This Quarter Est. Return
1 Year Est. Return
+20.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$340M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$582K
3
+$452K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$449K
5
TSLA icon
Tesla
TSLA
+$300K

Top Sells

1
+$968K
2
+$534K
3
+$514K
4
NFLX icon
Netflix
NFLX
+$510K
5
PANW icon
Palo Alto Networks
PANW
+$481K

Sector Composition

1 Technology 30.15%
2 Healthcare 15.86%
3 Consumer Discretionary 10.09%
4 Industrials 7.04%
5 Financials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$82.6K 0.02%
2,955
227
$81.1K 0.02%
1,450
228
$78.8K 0.02%
12,000
+2,000
229
$78.6K 0.02%
1,500
+150
230
$77.3K 0.02%
2,000
231
$73.2K 0.02%
500
232
$72.1K 0.02%
750
233
$70.9K 0.02%
2,250
234
$66.4K 0.02%
1,750
235
$66.2K 0.02%
7,200
-9,800
236
$65.7K 0.02%
900
237
$63K 0.02%
550
-300
238
$62.2K 0.02%
750
239
$61.8K 0.02%
+450
240
$59.8K 0.02%
500
241
$59.2K 0.02%
982
242
$57.2K 0.02%
195
243
$56.2K 0.02%
1,649
-181
244
$56K 0.02%
2,380
-125
245
$55.9K 0.02%
1,600
+700
246
$55.3K 0.02%
450
247
$55.1K 0.02%
350
248
$54.4K 0.02%
1,000
249
$50.2K 0.01%
799
250
$49.6K 0.01%
750
8 9
10
11 12