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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
$561M
AUM Growth
+$74.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$23.8M
2
+$21.9M
3
+$20.8M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$10.8M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.96M

Top Sells

1
+$986K
2
+$649K
3
+$246K
4
SATS icon
EchoStar
SATS
+$227K
5
DLTR icon
Dollar Tree
DLTR
+$221K

Sector Composition

1 Technology 2.24%
2 Financials 1.51%
3 Healthcare 1.34%
4 Communication Services 1.08%
5 Industrials 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GD icon
51
General Dynamics
GD
$98.1B
$684K 0.12%
1,993
-5
XLF icon
52
State Street Financial Select Sector SPDR ETF
XLF
$51.1B
$662K 0.12%
13,406
-972
BRK.B icon
53
Berkshire Hathaway Class B
BRK.B
$1.06T
$659K 0.12%
1,376
ITW icon
54
Illinois Tool Works
ITW
$75.4B
$638K 0.11%
2,436
-473
ADP icon
55
Automatic Data Processing
ADP
$87.4B
$637K 0.11%
3,111
-9
NFLX icon
56
Netflix
NFLX
$324B
$625K 0.11%
6,500
ADI icon
57
Analog Devices
ADI
$202B
$618K 0.11%
1,942
-10
IYW icon
58
iShares US Technology ETF
IYW
$24.4B
$606K 0.11%
3,339
LOW icon
59
Lowe's Companies
LOW
$122B
$595K 0.11%
2,518
-12
AFL icon
60
Aflac
AFL
$59.2B
$585K 0.1%
5,335
-19
PAYX icon
61
Paychex
PAYX
$35B
$579K 0.1%
6,285
-11
IWF icon
62
iShares Russell 1000 Growth ETF
IWF
$126B
$512K 0.09%
4,800
IWM icon
63
iShares Russell 2000 ETF
IWM
$79.6B
$491K 0.09%
1,978
+2
PG icon
64
Procter & Gamble
PG
$351B
$474K 0.08%
3,285
-3
ABT icon
65
Abbott
ABT
$154B
$465K 0.08%
4,525
-17
KMB icon
66
Kimberly-Clark
KMB
$33.7B
$464K 0.08%
4,750
IYH icon
67
iShares US Healthcare ETF
IYH
$3.09B
$455K 0.08%
7,375
USMV icon
68
iShares MSCI USA Min Vol Factor ETF
USMV
$22.5B
$453K 0.08%
4,888
SATS icon
69
EchoStar
SATS
$32.4B
$453K 0.08%
3,870
-1,980
DRIV icon
70
Global X Autonomous & Electric Vehicles ETF
DRIV
$447M
$419K 0.07%
13,743
VUG icon
71
Vanguard Growth ETF
VUG
$222B
$415K 0.07%
5,700
LIN icon
72
Linde
LIN
$239B
$407K 0.07%
820
-8
NSC icon
73
Norfolk Southern
NSC
$67.5B
$402K 0.07%
1,401
-8
EMR icon
74
Emerson Electric
EMR
$83.5B
$400K 0.07%
3,050
-16
MRK icon
75
Merck
MRK
$285B
$387K 0.07%
3,191
+500
1 2
3
4 5