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
$162M
AUM Growth
+$6.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$2.6M
3
+$2.41M
4
ANDV
Andeavor
ANDV
+$2.19M
5
GM icon
General Motors
GM
+$2.09M

Top Sells

1
+$3M
2
+$2.65M
3
+$2.32M
4
NVDA icon
NVIDIA
NVDA
+$2.13M
5
PHM icon
Pultegroup
PHM
+$1.8M

Sector Composition

1 Financials 10.2%
2 Technology 10.01%
3 Consumer Discretionary 9.66%
4 Energy 8.38%
5 Communication Services 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-4,000
77
– –
-10,000
78
– –
-9,400
79
– –
-69,000
80
– –
-130,000
81
– –
-13,000
1 2 3
4