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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
$143M
AUM Growth
+$5.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.33M
3
+$1.29M
4
BWXT icon
BWX Technologies
BWXT
+$1.13M
5
APP icon
Applovin
APP
+$1.01M

Top Sells

1
+$2.78M
2
+$1.83M
3
+$1.47M
4
PLTR icon
Palantir
PLTR
+$1.43M
5
WMB icon
Williams Companies
WMB
+$1.26M

Sector Composition

1 Technology 24.75%
2 Communication Services 17.17%
3 Consumer Discretionary 14.06%
4 Financials 12.03%
5 Industrials 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$970K 0.68%
+7,000
52
$958K 0.67%
14,000
53
$945K 0.66%
+7,500
54
$818K 0.57%
350
55
$807K 0.57%
+8,500
56
$771K 0.54%
+100,000
57
$767K 0.54%
+11,000
58
– –
-13,000
59
– –
-12,000
60
– –
-17,000
61
– –
-11,000
62
– –
-6,500
63
– –
-1,700
64
– –
-5,500
65
– –
-4,500
66
– –
-8,000
67
– –
-2,400
68
– –
-20,000
69
– –
-6,000
1 2
3