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MONECO Advisors, LLC Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for MONECO Advisors, LLC, 67% allocated to ETF.

Top Sector
ETF (67%)
Market Cap Focus
N/A

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

ETF: 66.90%ETFTechnology: 9.80%TechnologyFinancial Services: 4.10%Communication Services: 2.70%Healthcare: 2.60%Consumer Cyclical: 2.40%Industrials: 2.40%Energy: 1.60%Consumer Defensive: 1.30%Utilities: 0.90%Basic Materials: 0.40%Real Estate: 0.20%
ETF
66.90%
Technology
9.80%
Financial Services
4.10%
Communication Services
2.70%
Healthcare
2.60%
Consumer Cyclical
2.40%
Industrials
2.40%
Energy
1.60%
Consumer Defensive
1.30%
Utilities
0.90%
Basic Materials
0.40%
Real Estate
0.20%

Industry Breakdown

75 industries across all sectors

ETF: 66.90%ETFSemiconductors: 3.07%Software - Infrastructure: 2.77%Consumer Electronics: 2.53%Internet Content & Information: 1.95%Drug Manufacturers - General: 1.91%69 more: 16.13%69 more
ETF
ETF
66.90%
Semiconductors
Technology
3.07%
Software - Infrastructure
Technology
2.77%
Consumer Electronics
Technology
2.53%
Internet Content & Information
Communication Services
1.95%
Drug Manufacturers - General
Healthcare
1.91%
Banks - Diversified
Financial Services
1.01%
Specialty Retail
Consumer Cyclical
1.00%
Aerospace & Defense
Industrials
0.95%
Asset Management
Financial Services
0.87%
Insurance - Diversified
Financial Services
0.82%
Oil & Gas Integrated
Energy
0.78%

Filter by Sector

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Market Cap Distribution

Mega Cap (> $200B): 18.58%Mega Cap (> $200B)Large Cap ($10B - $200B): 9.20%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 0.19%Small Cap ($300M - $2B): 0.06%Micro Cap ($50M - $300M): 0.00%Nano Cap (< $50M): 0.02%N/A (ETF or Unknown): 71.94%N/A (ETF or Unknown)
Mega Cap (> $200B)
18.58%
Large Cap ($10B - $200B)
9.20%
Mid Cap ($2B - $10B)
0.19%
Small Cap ($300M - $2B)
0.06%
Micro Cap ($50M - $300M)
0.00%
Nano Cap (< $50M)
0.02%
N/A (ETF or Unknown)
71.94%

Portfolio Concentration

No concentration data available

Geographic Exposure

Portfolio breakdown by country of incorporation

No geographic data available

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Persistence Rate
75.15%
Persistent Holdings Weight
91.8%
Persistent Positions
369

Position Sizing & Influence

No data available

Portfolio Turnover

No data available

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