MI
Motiv8 Investments Portfolio holdings
AUM
$163M
1-Year Return
12.49%
This Quarter Return
+6.81%
1 Year Return
+12.49%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$163M
AUM Growth
+$12.7M
(+8.4%)
Cap. Flow
+$4.5M
Cap. Flow
% of AUM
2.75%
Top 10 Holdings %
Top 10 Hldgs %
37.46%
Holding
99
New
2
Increased
60
Reduced
26
Closed
4
Top Buys
| 1 |
Innovator US Equity 10 Buffer ETF Quarterly
ZALT
|
+$1.4M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$685K |
| 3 |
Vanguard Growth ETF
VUG
|
+$638K |
| 4 |
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
|
+$529K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$462K |
Top Sells
Sector Composition
| 1 | Technology | 11.94% |
| 2 | Healthcare | 4.94% |
| 3 | Financials | 4.6% |
| 4 | Industrials | 3.43% |
| 5 | Consumer Staples | 2.85% |
