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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
101
$264K 0.05%
2,386
102
$263K 0.05%
+3,961
103
$262K 0.05%
2,615
+71
104
$261K 0.05%
756
-190
105
$253K 0.04%
+2,133
106
$246K 0.04%
745
107
$246K 0.04%
878
-2
108
$233K 0.04%
502
-20
109
$230K 0.04%
4,628
-24
110
$229K 0.04%
3,228
111
$226K 0.04%
2,691
-8
112
$214K 0.04%
1,034
-6
113
$213K 0.04%
1,528
114
$209K 0.04%
4,633
115
$204K 0.04%
+1,060
116
$204K 0.04%
+5,200
117
$203K 0.04%
3,387
-362
118
$200K 0.04%
2,231
+72
119
$60.9K 0.01%
+10,000
120
– –
-635
121
– –
-18,252
1 2 3 4
5