MFS

Monetta Financial Services Portfolio holdings

AUM $140M
1-Year Est. Return 46.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+46.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$994K
2
+$949K
3
+$925K
4
COIN icon
Coinbase
COIN
+$888K
5
CMG icon
Chipotle Mexican Grill
CMG
+$865K

Top Sells

1
+$2.81M
2
+$1.01M
3
+$970K
4
NKE icon
Nike
NKE
+$952K
5
LULU icon
lululemon athletica
LULU
+$849K

Sector Composition

1 Technology 25.24%
2 Communication Services 16.41%
3 Consumer Discretionary 15.86%
4 Financials 12.17%
5 Consumer Staples 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.33M 0.97%
+3,800
27
$1.32M 0.96%
15,000
+5,000
28
$1.31M 0.95%
9,000
29
$1.3M 0.94%
4,500
30
$1.29M 0.94%
4,000
31
$1.29M 0.94%
5,000
32
$1.26M 0.91%
20,000
33
$1.24M 0.9%
2,200
-1,300
34
$1.21M 0.88%
6,500
35
$1.21M 0.88%
+8,500
36
$1.13M 0.82%
5,500
+1,000
37
$1.11M 0.81%
13,000
38
$1.11M 0.81%
4,500
39
$1.11M 0.81%
10,000
40
$1.11M 0.81%
+20,000
41
$1.09M 0.79%
11,000
42
$1.08M 0.79%
+30,000
43
$1.01M 0.73%
4,500
44
$988K 0.72%
8,000
45
$971K 0.71%
14,000
46
$955K 0.69%
+17,000
47
$930K 0.68%
2,800
48
$924K 0.67%
1,700
49
$915K 0.66%
+350
50
$852K 0.62%
2,400
-600
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