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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
1
$108M 19.05%
161,673
-1,232
2
$95.7M 16.93%
504,601
-5,778
3
$52.1M 9.21%
86,771
-1,419
4
$51.6M 9.12%
366,098
-3,578
5
$35.6M 6.29%
250,408
-2,528
6
$35.5M 6.28%
370,341
-4,695
7
$23.5M 4.15%
283,110
-120
8
$20.6M 3.64%
204,416
-334
9
$19.4M 3.43%
424,135
-2,766
10
$15.3M 2.71%
78,841
-845
11
$9.35M 1.65%
276,016
+3,895
12
$6.49M 1.15%
140,249
+900
13
$4.81M 0.85%
18,876
+1,043
14
$4.71M 0.83%
37,363
-820
15
$4.02M 0.71%
67,116
+1,189
16
$3.98M 0.7%
7,679
+297
17
$3.75M 0.66%
40,847
+249
18
$3.37M 0.6%
23,158
-441
19
$3.11M 0.55%
120,168
-5,406
20
$2.5M 0.44%
7,918
+131
21
$2.01M 0.36%
8,276
+2,380
22
$1.81M 0.32%
9,749
+96
23
$1.77M 0.31%
11,160
+1,793
24
$1.5M 0.27%
33,464
+242
25
$1.45M 0.26%
7,780
+998
1
2 3 4 5