MA
Momentum Advisors Portfolio holdings
AUM
$98.7M
This Quarter Return
-16.25%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$89M
AUM Growth
–
Cap. Flow
+$89M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
61.93%
Holding
62
New
62
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$18.3M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$11.4M |
| 3 |
Apple
AAPL
|
$4.95M |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
$4.07M |
| 5 |
Vanguard Small-Cap ETF
VB
|
$3.51M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 8.67% |
| 2 | Communication Services | 7.73% |
| 3 | Consumer Discretionary | 3.17% |
| 4 | Financials | 2.41% |
| 5 | Healthcare | 2.32% |
