MI
Motiv8 Investments Portfolio holdings
AUM
$163M
1-Year Return
12.49%
This Quarter Return
+0.22%
1 Year Return
+12.49%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$151M
AUM Growth
+$8.22M
(+5.8%)
Cap. Flow
+$10.1M
Cap. Flow
% of AUM
6.72%
Top 10 Holdings %
Top 10 Hldgs %
38.6%
Holding
101
New
12
Increased
40
Reduced
39
Closed
4
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 9.74% |
| 2 | Healthcare | 5.2% |
| 3 | Financials | 4.56% |
| 4 | Industrials | 3.15% |
| 5 | Consumer Staples | 3.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
YieldMax Magnificent 7 Fund of Option Income ETFs
YMAG
$385M
| – | – |
-25,506
| Closed | -$491K |
|