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
$303M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.72M
3
+$1.62M
4
ADBE icon
Adobe
ADBE
+$994K
5
LUV icon
Southwest Airlines
LUV
+$686K

Top Sells

1
+$1.18M
2
+$1.11M
3
+$895K
4
XYZ
Block Inc
XYZ
+$823K
5
TSLA icon
Tesla
TSLA
+$783K

Sector Composition

1 Technology 30.62%
2 Healthcare 16.14%
3 Consumer Discretionary 12.38%
4 Financials 9.34%
5 Communication Services 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$21K 0.01%
500
277
$20K 0.01%
125
278
$20K 0.01%
800
279
$20K 0.01%
800
280
$19K 0.01%
693
281
$19K 0.01%
200
282
$18K 0.01%
+1,250
283
$18K 0.01%
400
284
$17K 0.01%
100
285
$17K 0.01%
500
286
$16K 0.01%
99
287
$16K 0.01%
112
288
$16K 0.01%
300
289
$16K 0.01%
200
290
$16K 0.01%
268
291
$15K ﹤0.01%
+500
292
$15K ﹤0.01%
300
293
$15K ﹤0.01%
4,000
294
$15K ﹤0.01%
438
295
$14K ﹤0.01%
150
296
$13K ﹤0.01%
300
297
$13K ﹤0.01%
300
298
$12K ﹤0.01%
1,970
299
$10K ﹤0.01%
116
300
$9K ﹤0.01%
500
9 10 11
12
13