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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
76
$433K 0.08%
1,827
+396
77
$419K 0.07%
1,378
+5
78
$419K 0.07%
1,033
-2
79
$418K 0.07%
3,648
+184
80
$398K 0.07%
4,180
+424
81
$392K 0.07%
1,911
+38
82
$391K 0.07%
13,841
+66
83
$391K 0.07%
6,870
+170
84
$385K 0.07%
5,260
+246
85
$381K 0.07%
1,268
86
$379K 0.07%
4,736
+92
87
$377K 0.07%
1,528
-18
88
$373K 0.07%
4,000
89
$361K 0.06%
1,154
-12
90
$360K 0.06%
475
+22
91
$352K 0.06%
2,407
+53
92
$347K 0.06%
1,230
+27
93
$334K 0.06%
1,223
+38
94
$314K 0.06%
+2,080
95
$302K 0.05%
3,300
96
$298K 0.05%
+3,907
97
$298K 0.05%
670
+35
98
$288K 0.05%
1,405
+195
99
$268K 0.05%
1,570
+128
100
$268K 0.05%
2,602
-176
1 2 3
4
5