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
$215M
AUM Growth
+$9.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$1.44M
3
+$1.31M
4
LUV icon
Southwest Airlines
LUV
+$948K
5
JPM icon
JPMorgan Chase
JPM
+$913K

Top Sells

1
+$3.62M
2
+$1.76M
3
+$1.37M
4
AET
Aetna Inc
AET
+$903K
5
AMZN icon
Amazon
AMZN
+$649K

Sector Composition

1 Healthcare 24.49%
2 Technology 10.71%
3 Communication Services 10.31%
4 Industrials 9.97%
5 Financials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$3K ﹤0.01%
+150
327
$3K ﹤0.01%
+175
328
– –
-200
329
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-1,950
330
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-1,800
331
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-1,400
332
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-1,900
333
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-3,250
334
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-3,280
335
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-1,584
336
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-2,000
337
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-5,750
338
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-1,000
339
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-2,250
340
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-9,000
341
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-61,475
342
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-4,000
343
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-2,665
344
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-1,000
345
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-700
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