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
$158M
AUM Growth
-$2.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.84M
3
+$1.78M
4
PHM icon
Pultegroup
PHM
+$1.75M
5
ABBV icon
AbbVie
ABBV
+$1.7M

Top Sells

1
+$2.73M
2
+$2.42M
3
+$2.28M
4
MCD icon
McDonald's
MCD
+$2.14M
5
NFLX icon
Netflix
NFLX
+$1.86M

Sector Composition

1 Consumer Discretionary 15.59%
2 Financials 10.79%
3 Communication Services 7.93%
4 Healthcare 7.93%
5 Industrials 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$471K 0.3%
+5,000
77
$450K 0.28%
+30,000
78
$438K 0.28%
+4,300
79
$428K 0.27%
+7,000
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