MI

Motiv8 Investments Portfolio holdings

AUM $188M
1-Year Est. Return 12.37%
This Quarter Est. Return
1 Year Est. Return
+12.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$8.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$4.35M
3
+$2.23M
4
BLK icon
Blackrock
BLK
+$1.01M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$693K

Top Sells

1
+$797K
2
+$615K
3
+$597K
4
YMAG icon
YieldMax Magnificent 7 Fund of Option Income ETFs
YMAG
+$491K
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$443K

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 Change
in Stake 		Capital Flow
101
– –
-1,596
1 2 3 4
5