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
$162M
AUM Growth
+$6.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$2.6M
3
+$2.41M
4
ANDV
Andeavor
ANDV
+$2.19M
5
GM icon
General Motors
GM
+$2.09M

Top Sells

1
+$3M
2
+$2.65M
3
+$2.32M
4
NVDA icon
NVIDIA
NVDA
+$2.13M
5
PHM icon
Pultegroup
PHM
+$1.8M

Sector Composition

1 Financials 10.2%
2 Technology 10.01%
3 Consumer Discretionary 9.66%
4 Energy 8.38%
5 Communication Services 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.19M 1.35%
+25,000
27
$2.17M 1.34%
35,000
28
$2.09M 1.29%
+60,000
29
$2.06M 1.27%
45,000
30
$2M 1.23%
+16,000
31
$1.97M 1.21%
25,000
32
$1.76M 1.08%
1,200
33
$1.71M 1.05%
640,000
-800,000
34
$1.7M 1.05%
+33,075
35
$1.37M 0.84%
35,000
-20,000
36
$1.1M 0.68%
+9,500
37
$1.07M 0.66%
27,000
38
$1.04M 0.64%
12,000
-3,000
39
$1.04M 0.64%
6,000
40
$1.03M 0.63%
+8,922
41
$1.03M 0.63%
+12,000
42
$977K 0.6%
+4,200
43
$971K 0.6%
20,000
44
$961K 0.59%
+27,000
45
$902K 0.56%
17,952
46
$863K 0.53%
15,000
47
$845K 0.52%
+10,000
48
$818K 0.5%
+14,000
49
$803K 0.49%
15,000
50
$772K 0.48%
11,000
1
2
3 4