MFS

Monetta Financial Services Portfolio holdings

AUM $138M
1-Year Est. Return 47.69%
This Quarter Est. Return
1 Year Est. Return
+47.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.93M
3
+$1.84M
4
TJX icon
TJX Companies
TJX
+$1.69M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.69M

Top Sells

1
+$1.79M
2
+$1.53M
3
+$1.46M
4
AAPL icon
Apple
AAPL
+$1.43M
5
DAL icon
Delta Air Lines
DAL
+$1.4M

Sector Composition

1 Financials 14.13%
2 Consumer Discretionary 13.28%
3 Communication Services 11.39%
4 Healthcare 10.85%
5 Consumer Staples 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.84M 1.42%
+55,000
27
$1.76M 1.36%
15,000
28
$1.69M 1.31%
+60,000
29
$1.67M 1.29%
71,280
30
$1.64M 1.27%
21,000
31
$1.62M 1.25%
6,000
32
$1.61M 1.25%
14,000
33
$1.58M 1.22%
70,000
34
$1.58M 1.22%
57,970
35
$1.56M 1.2%
+38,000
36
$1.51M 1.17%
+34,300
37
$1.5M 1.16%
20,000
38
$1.49M 1.15%
+45,000
39
$1.46M 1.13%
+16,000
40
$1.4M 1.08%
+14,350
41
$1.36M 1.05%
18,000
-15,000
42
$1.36M 1.05%
+6,000
43
$1.35M 1.04%
14,000
-5,000
44
$1.34M 1.04%
+18,000
45
$1.33M 1.03%
20,000
46
$1.33M 1.02%
+40,000
47
$1.31M 1.02%
17,000
48
$1.25M 0.96%
+22,000
49
$1.17M 0.9%
35,000
-15,000
50
$1.13M 0.87%
25,000
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