MI
Motiv8 Investments Portfolio holdings
AUM
$163M
This Quarter Return
+0.02%
1 Year Return
+12.49%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$143M
AUM Growth
+$143M
(-4%)
Cap. Flow
-$5.87M
Cap. Flow
% of AUM
-4.12%
Top 10 Holdings %
Top 10 Hldgs %
41.99%
Holding
100
New
14
Increased
49
Reduced
23
Closed
11
Top Buys
| 1 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
$2.99M |
| 2 |
Innovator US Equity 10 Buffer ETF Quarterly
ZALT
|
$2.2M |
| 3 |
Gilead Sciences
GILD
|
$1.12M |
| 4 |
Waste Management
WM
|
$1.03M |
| 5 |
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
|
$597K |
Top Sells
Sector Composition
| 1 | Technology | 11.83% |
| 2 | Healthcare | 4.64% |
| 3 | Financials | 3.89% |
| 4 | Industrials | 3.42% |
| 5 | Consumer Discretionary | 2.93% |
