• INCEPTION (07/26/2018)

  • 1 YRS
  • AVG. ANNUAL RETURN

  • 13.83%
  • S&P RETURN

  • 9.00%
(MOM) PURE MOMENTUM

MOM Growth of $10,000

MOM Model*
S&P 500 (TR)
*Model Data Transitioned to FOLIOfn on 09/28/2018

MOM Model Month By Month (As Of: 01/17/2020)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec MOM YTD S&P (TR) YTD
20204.39%-----------4.39% 3.14%
20197.77%9.36%-1.67%4.87%-4.30%6.13%2.65%0.37%-5.09%2.80%2.94%-1.48%25.84% 31.49%
2018-------3.60%10.59%-1.42%-3.29%2.69%-10.43%-6.51% -10.85%
Returns greater than 5%
Returns less than -5%

MOM Top 5 Holdings (As Of: 01/20/2020)


Symbol Name % Fund
FICO FAIR ISAAC CORP 11.18%
ICLR ICON PUB LTD CO 10.65%
MSCI MSCI INC CL A 9.49%
IDXX IDEXX LABS INC 9.29%
CDNS CADENCE DESIGN SY... 9.18%
Total 49.79%