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
$241M
AUM Growth
-$6.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.47M
3
+$1.36M
4
CVX icon
Chevron
CVX
+$1.3M
5
LOW icon
Lowe's Companies
LOW
+$1.3M

Top Sells

1
+$2.72M
2
+$2.29M
3
+$1.76M
4
EXPE icon
Expedia Group
EXPE
+$1.68M
5
JPM icon
JPMorgan Chase
JPM
+$1.01M

Sector Composition

1 Technology 17.58%
2 Healthcare 15.79%
3 Financials 13.22%
4 Industrials 11.03%
5 Consumer Discretionary 10.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$88K 0.04%
3,980
-274
202
$87K 0.04%
+1,250
203
$86K 0.04%
1,000
204
$83K 0.03%
2,647
-1,500
205
$83K 0.03%
1,100
206
$82K 0.03%
2,000
207
$81K 0.03%
1,350
-600
208
$80K 0.03%
3,800
209
$79K 0.03%
850
210
$78K 0.03%
2,450
-13,650
211
$74K 0.03%
1,640
+750
212
$74K 0.03%
1,166
213
$73K 0.03%
+1,120
214
$71K 0.03%
1,650
-100
215
$70K 0.03%
1,750
216
$69K 0.03%
1,631
217
$68K 0.03%
1,275
218
$68K 0.03%
4,681
219
$67K 0.03%
475
220
$67K 0.03%
1,250
-250
221
$66K 0.03%
4,449
222
$66K 0.03%
700
223
$66K 0.03%
800
224
$66K 0.03%
290
-1,650
225
$65K 0.03%
1,250
-500
7 8
9
10 11