MP
Moment Partners Portfolio holdings
AUM
$486M
1-Year Est. Return
14.08%
This Fund
S&P 500
1 Year Est. Return
+14.08%
AUM
$486M
AUM Growth
-$79.4M
(-14%)
Holding
128
Top Buys
| 1 | +$2.82M | |
| 2 | +$2.56M | |
| 3 | +$995K | |
| 4 |
iShares Select Dividend ETF
DVY
|
+$971K |
| 5 |
Invesco QQQ Trust
QQQ
|
+$752K |
Top Sells
| 1 | +$23.5M | |
| 2 | +$20.6M | |
| 3 | +$19.4M | |
| 4 |
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
+$9.35M |
| 5 |
First Trust Enhanced Short Maturity ETF
FTSM
|
+$4.02M |
Sector Composition
| 1 | Technology | 2.8% |
| 2 | Financials | 1.97% |
| 3 | Healthcare | 1.49% |
| 4 | Communication Services | 1.29% |
| 5 | Industrials | 1.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
UWM Holdings
UWMC
$1.11B
| – | – |
-10,000
|
|
||
127
Vanguard FTSE Developed Markets ETF
VEA
$203B
| – | – |
-3,387
|
|
||
128
Zoetis
ZTS
$49.5B
| – | – |
-2,407
|
|