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
$124M
AUM Growth
+$6.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.07M
3
+$855K
4
HOOD icon
Robinhood
HOOD
+$820K
5
ROK icon
Rockwell Automation
ROK
+$800K

Top Sells

1
+$1.59M
2
+$1.17M
3
+$1.13M
4
SBAC icon
SBA Communications
SBAC
+$915K
5
IBM icon
IBM
IBM
+$884K

Sector Composition

1 Technology 27.22%
2 Communication Services 17.15%
3 Consumer Discretionary 14.79%
4 Financials 9.35%
5 Industrials 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-1,800
52
– –
-400
53
– –
-10,000
54
– –
-39,000
55
– –
-3,800
56
– –
-11,000
57
– –
-2,200
58
– –
-2,000
1 2
3