MA
Momentum Advisors Portfolio holdings
AUM
$98.7M
1 Year Est. Return
–
AUM
$98.7M
AUM Growth
+$8.24M
(+9.1%)
Holding
84
Top Buys
| 1 | +$1.16M | |
| 2 | +$1.08M | |
| 3 | +$474K | |
| 4 |
Dimensional US Targeted Value ETF
DFAT
|
+$378K |
| 5 |
Atlassian
TEAM
|
+$327K |
Top Sells
| 1 | +$757K | |
| 2 | +$493K | |
| 3 | +$407K | |
| 4 |
iShares US Infrastructure ETF
IFRA
|
+$209K |
| 5 |
Apple
AAPL
|
+$198K |
Sector Composition
| 1 | Technology | 8.44% |
| 2 | Healthcare | 5.23% |
| 3 | Communication Services | 5.17% |
| 4 | Consumer Discretionary | 3.58% |
| 5 | Financials | 3.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Intuit
INTU
$184B
| $218K | 0.22% |
561
-1
|
|
||
77
FedEx
FDX
$59.4B
| $216K | 0.22% |
+1,246
|
|
||
78
iShares MSCI Emerging Markets ETF
EEM
$20.8B
| $213K | 0.22% |
5,621
-797
|
|
||
79
iShares Russell 1000 Value ETF
IWD
$64.4B
| $208K | 0.21% |
+1,370
|
|
||
80
AbbVie
ABBV
$381B
| $204K | 0.21% |
+1,261
|
|
||
81
Huntington Bancshares
HBAN
$23.9B
| $191K | 0.19% |
13,522
-38
|
|
||
82
Invesco Senior Income Trust
VVR
$501M
| $48.1K | 0.05% |
12,560
-24,116
|
|
||
|
SEAC
83
DELISTED
Seachange International Inc
SEAC
| $6.22K | 0.01% |
660
|
|
||
|
84
iShares US Infrastructure ETF
IFRA
$3.03B
| – | – |
-6,477
|
|