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Home > Institutional Investor > Momentum Advisors, Llc > Profile

Instuitional Investor - Momentum Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Momentum Advisors, Llc
Portfolio Value $98,699,136
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 54,534 $19,160,077 19.41%
2.
Spdr S & P 500 Etf Trust
 SPY 28,001 $10,708,605 10.84%
3.
Apple Inc.
 AAPL 32,804 $4,262,190 4.31%
4.
Vanguard Specialized Funds
 27,697 $4,205,857 4.26%
5.
Vanguard Index Fds
 29,260 $4,107,199 4.16%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)