MMG
Monetary Management Group Portfolio holdings
AUM
$406M
1-Year Return
20.1%
This Quarter Return
+4.8%
1 Year Return
+20.1%
3 Year Return
+100.1%
5 Year Return
+175.04%
10 Year Return
+440.21%
AUM
$260M
AUM Growth
+$7.79M
(+3.1%)
Cap. Flow
-$2.36M
Cap. Flow
% of AUM
-0.91%
Top 10 Holdings %
Top 10 Hldgs %
28.16%
Holding
319
New
23
Increased
39
Reduced
70
Closed
9
Top Buys
| 1 |
ProShares UltraShort QQQ
QID
|
$2.04M |
| 2 |
Qualcomm
QCOM
|
$1.44M |
| 3 |
Palo Alto Networks
PANW
|
$1.24M |
| 4 |
O'Reilly Automotive
ORLY
|
$1.09M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$726K |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$1.49M |
| 2 |
Ashland
ASH
|
$1.09M |
| 3 |
Honeywell
HON
|
$1.01M |
| 4 |
Adobe
ADBE
|
$1M |
| 5 |
Alaska Air
ALK
|
$892K |
Sector Composition
| 1 | Technology | 18.84% |
| 2 | Healthcare | 14.89% |
| 3 | Financials | 13.8% |
| 4 | Consumer Discretionary | 10.56% |
| 5 | Industrials | 10.54% |
