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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001932998

Momentum Advisors, LLC

NEW YORK, NY · File #028-22574

Latest AUM
$98.7M
Positions
83
Top-10 Concentration
61.6%
Filings
1

Sector Allocation

Filing History

View all filings →

Top 20 Holdings — Mar 2023

#IssuerTickerSharesValue% of Portfolio
1VANGUARD INDEX FDS92290836354,534$19.2M21.18%
2SPDR S&P 500 ETF TRSPY28,001$10.7M11.84%
3APPLE INCAAPL32,804$4.3M4.71%
4VANGUARD SPECIALIZED FUNDS92190884427,697$4.2M4.65%
5VANGUARD INDEX FDS92290874429,260$4.1M4.54%
6VANGUARD INDEX FDS92290875119,930$3.7M4.04%
7SCHWAB STRATEGIC TR80852479736,552$2.8M3.05%
8SPDR SER TR78464A40950,616$2.6M2.83%
9SPDR GOLD TRGLD13,827$2.3M2.59%
10IMPACT SHS TR I45259A20973,431$2.0M2.16%
11SELECT SECTOR SPDR TR81369Y50621,916$1.9M2.12%
12META PLATFORMS INCMETA15,503$1.9M2.06%
13FLEXSHARES TRFLEX19,171$1.8M1.95%
14ETF SER SOLUTIONS26922A38867,301$1.7M1.90%
15UNITED PARCEL SERVICE INCUPS9,303$1.6M1.79%
16ISHARES INC46428635037,550$1.6M1.78%
17MODERNA INCMRNA8,662$1.6M1.72%
18MICROSOFT CORPMSFT6,481$1.6M1.72%
19ISHARES TR46428746520,558$1.3M1.49%
20AMAZON COM INCAMZN13,716$1.2M1.27%