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
276
$28.8K 0.01%
138
277
$28.3K 0.01%
250
-2,500
278
$27.4K 0.01%
115
-40
279
$27.1K 0.01%
500
280
$27K 0.01%
500
-100
281
$26.9K 0.01%
900
+400
282
$26.4K 0.01%
1,200
283
$26.3K 0.01%
366
284
$24.3K 0.01%
700
285
$24.1K 0.01%
1,000
286
$23.8K 0.01%
500
287
$23.5K 0.01%
100
288
$23.5K 0.01%
242
289
$23.3K 0.01%
300
290
$22.8K 0.01%
360
-500
291
$22.6K 0.01%
200
292
$21.6K 0.01%
500
-400
293
$21K 0.01%
125
294
$20.9K 0.01%
500
295
$20.9K 0.01%
200
296
$20.6K 0.01%
150
297
$20.4K 0.01%
180
298
$20.1K 0.01%
200
299
$19.6K 0.01%
150
300
$19.5K 0.01%
1,250
10 11
12
13 14