MMG

Monetary Management Group Portfolio holdings

AUM $432M
1-Year Est. Return 28.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$406M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1 +$884K
2 +$406K
3 +$336K
4
SPOT icon
Spotify
SPOT
+$327K
5
UTG icon
Reaves Utility Income Fund
UTG
+$314K

Top Sells

1 +$794K
2 +$425K
3 +$415K
4
ORCL icon
Oracle
ORCL
+$413K
5
AAPL icon
Apple
AAPL
+$397K

Sector Composition

1 Technology 37.19%
2 Healthcare 11.64%
3 Consumer Discretionary 8.4%
4 Financials 7.15%
5 Communication Services 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$32.8K 0.01%
1,000
277
$32.5K 0.01%
3,000
278
$32.1K 0.01%
400
279
$31.9K 0.01%
150
280
$31.7K 0.01%
+60
281
$31K 0.01%
100
282
$29.9K 0.01%
1,000
283
$28.6K 0.01%
856
+24
284
$28.6K 0.01%
115
285
$28.4K 0.01%
600
286
$27.7K 0.01%
250
287
$27.1K 0.01%
479
288
$26.9K 0.01%
61
289
$26.5K 0.01%
300
290
$26.3K 0.01%
200
-2
291
$26.1K 0.01%
800
292
$26K 0.01%
500
293
$25.4K 0.01%
125
294
$25.1K 0.01%
249
295
$24.9K 0.01%
150
296
$23.7K 0.01%
150
297
$23.3K 0.01%
+132
298
$23.1K 0.01%
400
299
$20.9K 0.01%
500
300
$20.7K 0.01%
360