MA
Momentum Advisors Portfolio holdings
AUM
$98.7M
1 Year Est. Return
–
AUM
$90.5M
AUM Growth
+$1.5M
(+1.7%)
Holding
80
Top Buys
| 1 | +$565K | |
| 2 | +$504K | |
| 3 | +$455K | |
| 4 |
Aon
AON
|
+$448K |
| 5 |
Chipotle Mexican Grill
CMG
|
+$434K |
Top Sells
| 1 | +$287K | |
| 2 | +$255K | |
| 3 | +$249K | |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$239K |
| 5 |
Vanguard Real Estate ETF
VNQ
|
+$232K |
Sector Composition
| 1 | Technology | 9.47% |
| 2 | Communication Services | 6.5% |
| 3 | Consumer Discretionary | 5.72% |
| 4 | Healthcare | 4.28% |
| 5 | Financials | 2.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares Russell 1000 Value ETF
IWD
$69.3B
| – | – |
-1,400
|
|
||
|
77
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.6B
| – | – |
-2,170
|
|
||
78
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.03B
| – | – |
-5,069
|
|
||
|
79
Vanguard Real Estate ETF
VNQ
$33.4B
| – | – |
-2,541
|
|
||
80
State Street Health Care Select Sector SPDR ETF
XLV
$40.7B
| – | – |
-1,612
|
|