MMG

Monetary Management Group Portfolio holdings

AUM $419M
1-Year Est. Return 29.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$264M
AUM Growth
+$3.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$2.37M
3
+$1.93M
4
SYK icon
Stryker
SYK
+$1.29M
5
MRK icon
Merck
MRK
+$1.28M

Top Sells

1
+$5.48M
2
+$1.83M
3
+$1.42M
4
AMTD
TD Ameritrade Holding Corp
AMTD
+$1.28M
5
DIS icon
Walt Disney
DIS
+$1.22M

Sector Composition

1 Technology 23.64%
2 Healthcare 16.21%
3 Financials 11.4%
4 Consumer Discretionary 10.53%
5 Industrials 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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316
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