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MFS

Monetta Financial Services Portfolio holdings

AUM $129M
1-Year Est. Return 54.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+54.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
+$4.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$3.33M
3
+$2.67M
4
META icon
Meta Platforms (Facebook)
META
+$2.23M
5
BBY icon
Best Buy
BBY
+$1.87M

Top Sells

1
+$3.21M
2
+$2.3M
3
+$2.15M
4
GM icon
General Motors
GM
+$2.12M
5
DVN icon
Devon Energy
DVN
+$1.88M

Sector Composition

1 Consumer Discretionary 14.53%
2 Technology 9.96%
3 Financials 9.95%
4 Communication Services 9.57%
5 Industrials 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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52
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54
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55
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56
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57
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58
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65
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66
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67
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-21,324
68
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-45,000
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