MP

Moment Partners Portfolio holdings

AUM $565M
1-Year Est. Return 11.98%
This Quarter Est. Return
1 Year Est. Return
+11.98%
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
+$579K
2
+$354K
3
+$334K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$319K
5
VRT icon
Vertiv
VRT
+$314K

Top Sells

1
+$1.1M
2
+$852K
3
+$821K
4
SATS icon
EchoStar
SATS
+$506K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$504K

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
LOW icon
51
Lowe's Companies
LOW
$138B
$718K 0.13%
2,858
-6
BRK.B icon
52
Berkshire Hathaway Class B
BRK.B
$1.09T
$717K 0.13%
1,426
+635
PEP icon
53
PepsiCo
PEP
$206B
$708K 0.13%
5,041
-6
ABT icon
54
Abbott
ABT
$220B
$693K 0.12%
5,174
+88
PSX icon
55
Phillips 66
PSX
$53.1B
$681K 0.12%
5,009
+51
GS icon
56
Goldman Sachs
GS
$262B
$678K 0.12%
852
+46
AFL icon
57
Aflac
AFL
$57.4B
$677K 0.12%
6,059
+125
IYW icon
58
iShares US Technology ETF
IYW
$20.3B
$654K 0.12%
3,339
MCK icon
59
McKesson
MCK
$100B
$618K 0.11%
800
VO icon
60
Vanguard Mid-Cap ETF
VO
$89.5B
$608K 0.11%
2,069
-7
KMB icon
61
Kimberly-Clark
KMB
$34B
$591K 0.1%
4,750
IWF icon
62
iShares Russell 1000 Growth ETF
IWF
$122B
$562K 0.1%
1,200
IAU icon
63
iShares Gold Trust
IAU
$67.9B
$561K 0.1%
7,705
+3,580
ADI icon
64
Analog Devices
ADI
$136B
$549K 0.1%
2,233
-21
IWM icon
65
iShares Russell 2000 ETF
IWM
$72.2B
$540K 0.1%
2,230
-216
ITOT icon
66
iShares Core S&P Total US Stock Market ETF
ITOT
$78.3B
$528K 0.09%
3,623
+44
PG icon
67
Procter & Gamble
PG
$345B
$520K 0.09%
3,385
+91
NSC icon
68
Norfolk Southern
NSC
$66B
$485K 0.09%
1,615
+22
USMV icon
69
iShares MSCI USA Min Vol Factor ETF
USMV
$22.5B
$484K 0.09%
5,088
EMR icon
70
Emerson Electric
EMR
$75.4B
$472K 0.08%
3,594
-23
XOM icon
71
Exxon Mobil
XOM
$495B
$470K 0.08%
4,169
-8
LIN icon
72
Linde
LIN
$198B
$464K 0.08%
976
+15
VUG icon
73
Vanguard Growth ETF
VUG
$197B
$456K 0.08%
950
-151
BRO icon
74
Brown & Brown
BRO
$27.6B
$434K 0.08%
4,632
+136
IYH icon
75
iShares US Healthcare ETF
IYH
$3.62B
$433K 0.08%
7,375
1 2
3
4 5