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
$129M
AUM Growth
+$5.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.66M
3
+$1.12M
4
DOCU
DocuSign
DOCU
+$1.03M
5
SHOP icon
Shopify
SHOP
+$1.02M

Top Sells

1
+$4.23M
2
+$3.18M
3
+$2.6M
4
V icon
Visa
V
+$2.23M
5
BA icon
Boeing
BA
+$2.15M

Sector Composition

1 Technology 27.46%
2 Consumer Discretionary 14.25%
3 Communication Services 10.83%
4 Financials 10.26%
5 Healthcare 10.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-10,000
52
– –
-9,800
53
– –
-25,000
54
– –
-25,000
55
– –
-15,000
56
– –
-4,000
57
– –
-15,000
58
– –
-2,000
59
– –
-60,000
1 2
3