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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
MCD icon
76
McDonald's
MCD
$202B
$384K 0.07%
1,234
-8
PH icon
77
Parker-Hannifin
PH
$119B
$373K 0.07%
416
-4
BOND icon
78
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.01B
$369K 0.07%
+4,000
CL icon
79
Colgate-Palmolive
CL
$72.5B
$362K 0.06%
4,243
-14
GE icon
80
GE Aerospace
GE
$373B
$360K 0.06%
1,268
CRM icon
81
Salesforce
CRM
$127B
$344K 0.06%
1,845
+18
CB icon
82
Chubb
CB
$127B
$344K 0.06%
1,051
-7
WEC icon
83
WEC Energy
WEC
$36.7B
$341K 0.06%
2,948
-11
HD icon
84
Home Depot
HD
$327B
$340K 0.06%
1,033
VO icon
85
Vanguard Mid-Cap ETF
VO
$104B
$336K 0.06%
4,676
AMAT icon
86
Applied Materials
AMAT
$471B
$333K 0.06%
975
-8
CMS icon
87
CMS Energy
CMS
$22.6B
$327K 0.06%
4,221
-20
MDYG icon
88
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.83B
$317K 0.06%
3,300
MDT icon
89
Medtronic
MDT
$100B
$310K 0.06%
3,549
-18
VRT icon
90
Vertiv
VRT
$122B
$304K 0.05%
1,212
-237
APD icon
91
Air Products & Chemicals
APD
$62.7B
$287K 0.05%
986
-7
BMY icon
92
Bristol-Myers Squibb
BMY
$113B
$281K 0.05%
4,633
GEV icon
93
GE Vernova
GEV
$282B
$276K 0.05%
316
COR icon
94
Cencora
COR
$53.9B
$273K 0.05%
870
-9
IJR icon
95
iShares Core S&P Small-Cap ETF
IJR
$105B
$265K 0.05%
2,133
CEG icon
96
Constellation Energy
CEG
$95.4B
$261K 0.05%
934
+9
MPC icon
97
Marathon Petroleum
MPC
$71.4B
$259K 0.05%
+1,060
TSCO icon
98
Tractor Supply
TSCO
$15.6B
$258K 0.05%
5,696
-24
AVGO icon
99
Broadcom
AVGO
$1.87T
$255K 0.05%
824
+12
CTAS icon
100
Cintas
CTAS
$67.9B
$249K 0.04%
1,473
-11
1 2 3
4
5