• INCEPTION (07/26/2018)

  • 0.82 YRS
  • AVG. ANNUAL RETURN

  • 16.99%
  • S&P RETURN

  • 3.15%
(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: 05/03/2019)


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%0.05%-------21.59% 18.26%
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: 05/07/2019)


Symbol Name % Fund
HEI HEICO CORP NEW 10.09%
IDXX IDEXX LABS INC 10.03%
HD HOME DEPOT INC 9.94%
ADBE ADOBE SYS INC 9.76%
MED MEDIFAST INC 9.56%
Total 49.38%