• INCEPTION (07/26/2018)

  • 1 YRS
  • AVG. ANNUAL RETURN

  • 14.71%
  • S&P RETURN

  • 3.10%
(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: 08/02/2019)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec MOM YTD S&P (TR) YTD
20197.77%9.36%-1.67%4.87%-4.30%6.13%2.65%-2.14%----24.00% 18.32%
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: 08/03/2019)


Symbol Name % Fund
FICO FAIR ISAAC CORP 10.27%
ICLR ICON PUB LTD CO 9.91%
HEI HEICO CORP NEW 9.46%
HD HOME DEPOT INC 9.20%
BF.B BROWN FORMAN CORP... 8.96%
Total 47.80%