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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
51
$718K 0.13%
2,858
-6
52
$717K 0.13%
1,426
+635
53
$708K 0.13%
5,041
-6
54
$693K 0.12%
5,174
+88
55
$681K 0.12%
5,009
+51
56
$678K 0.12%
852
+46
57
$677K 0.12%
6,059
+125
58
$654K 0.12%
3,339
59
$618K 0.11%
800
60
$608K 0.11%
8,276
-28
61
$591K 0.1%
4,750
62
$562K 0.1%
4,800
63
$561K 0.1%
7,705
+3,580
64
$549K 0.1%
2,233
-21
65
$540K 0.1%
2,230
-216
66
$528K 0.09%
3,623
+44
67
$520K 0.09%
3,385
+91
68
$485K 0.09%
1,615
+22
69
$484K 0.09%
5,088
70
$472K 0.08%
3,594
-23
71
$470K 0.08%
4,169
-8
72
$464K 0.08%
976
+15
73
$456K 0.08%
5,700
-906
74
$434K 0.08%
4,632
+136
75
$433K 0.08%
7,375
1 2
3
4 5