MP

Moment Partners Portfolio holdings

AUM $533M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$525M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$93.3M
2
+$89.5M
3
+$48.1M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$44.3M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$35.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.57%
2 Financials 1.47%
3 Healthcare 1.22%
4 Industrials 0.79%
5 Communication Services 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.19M 0.23%
+4,004
27
$1.18M 0.22%
+9,367
28
$1.18M 0.22%
+8,446
29
$1.17M 0.22%
+8,073
30
$1.07M 0.2%
+18,125
31
$1.06M 0.2%
+1,377
32
$1.06M 0.2%
+1,707
33
$1.03M 0.2%
+5,443
34
$1.03M 0.2%
+3,518
35
$1.03M 0.2%
+5,779
36
$1.02M 0.19%
+17,249
37
$1.02M 0.19%
+8,369
38
$970K 0.18%
+1,657
39
$950K 0.18%
+6,773
40
$863K 0.16%
+1,466
41
$849K 0.16%
+9,401
42
$796K 0.15%
+3,140
43
$763K 0.15%
+5,017
44
$703K 0.13%
+5,235
45
$696K 0.13%
+2,819
46
$676K 0.13%
+3,081
47
$659K 0.13%
+3,458
48
$655K 0.12%
+5,000
49
$652K 0.12%
+13,488
50
$642K 0.12%
+720
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