• INCEPTION (07/26/2018)

  • 1 YRS
  • AVG. ANNUAL RETURN

  • -0.52%
  • S&P RETURN

  • -2.11%
(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: 03/25/2020)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec MOM YTD S&P (TR) YTD
20202.08%-6.45%-11.77%----------15.75% -23.01%
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: 03/26/2020)


Symbol Name % Fund
ZM ZOOM VIDEO COMMUN... 11.46%
MKTX MARKETAXESS HLDGS... 9.76%
CDNS CADENCE DESIGN SY... 9.70%
INTU INTUIT 8.83%
IDXX IDEXX LABS INC 8.60%
Total 48.35%