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
251
$49.1K 0.01%
1,000
252
$46.8K 0.01%
225
253
$45K 0.01%
851
254
$44.2K 0.01%
2,000
255
$42K 0.01%
375
-125
256
$41.5K 0.01%
250
257
$39.6K 0.01%
650
258
$38.7K 0.01%
300
-25
259
$38.5K 0.01%
100
-100
260
$38.2K 0.01%
+400
261
$37.6K 0.01%
3,000
262
$37.6K 0.01%
400
263
$37.4K 0.01%
150
-100
264
$36.3K 0.01%
2,500
-6,250
265
$35.9K 0.01%
210
266
$35.6K 0.01%
100
267
$35.3K 0.01%
834
+170
268
$34.5K 0.01%
400
269
$33.7K 0.01%
500
-500
270
$33.1K 0.01%
675
271
$32.5K 0.01%
1,000
272
$31.7K 0.01%
400
273
$31.4K 0.01%
790
274
$30.2K 0.01%
400
275
$29.9K 0.01%
3,000
9 10
11
12 13