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MP

Moment Partners Portfolio holdings

AUM $561M
1-Year Est. Return 16.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$565M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$499K
2
+$359K
3
+$329K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$308K
5
VRT icon
Vertiv
VRT
+$277K

Top Sells

1
+$1.08M
2
+$813K
3
+$790K
4
SATS icon
EchoStar
SATS
+$506K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$474K

Sector Composition

1 Technology 2.74%
2 Financials 1.71%
3 Healthcare 1.29%
4 Industrials 0.99%
5 Communication Services 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.43M 0.25%
15,225
+155
27
$1.34M 0.24%
5,806
-23
28
$1.33M 0.24%
4,000
-4
29
$1.32M 0.23%
8,038
-297
30
$1.27M 0.22%
13,624
31
$1.25M 0.22%
1,703
+61
32
$1.24M 0.22%
7,981
+17
33
$1.21M 0.21%
17,758
+206
34
$1.2M 0.21%
1,792
-9
35
$1.18M 0.21%
17,613
36
$1.11M 0.2%
4,556
+1,100
37
$1.07M 0.19%
7,865
-88
38
$1.04M 0.18%
1,365
-12
39
$1.04M 0.18%
3,532
+48
40
$1.03M 0.18%
1,728
+560
41
$967K 0.17%
9,386
-87
42
$876K 0.15%
6,911
+98
43
$875K 0.15%
2,563
+1,036
44
$869K 0.15%
3,960
+8
45
$867K 0.15%
1,816
+56
46
$833K 0.15%
3,193
-5
47
$779K 0.14%
6,500
48
$764K 0.14%
2,501
+40
49
$734K 0.13%
2,151
+29
50
$722K 0.13%
13,406
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