AIMOC
Index Performance
-0.32%
AIMOC
+2.68%
SPY
Overview
Description
The Intelligent Momentum Conviction strategy is an AI-powered portfolio focused on the momentum factor. The strategy relies on Intelligent Alpha's Investment Committee to vote on its top 30 US equities with strong price momentum into the portfolio. The portfolio is equal weighted.
- TickerAIMOC
- Inception Date03/10/2024
- WeightingCustom
- # of holdings34
What's inside?
Holdings
All holdings as of September 18, 2024
CSV download
| Palantir Technologies, Inc. (PLTR) | 3.85% | $77.94B | 27.15% | 81.04% | 23.20 |
| Robinhood Markets, Inc. (HOOD) | 3.82% | $17.51B | 40.12% | 93.31% | 9.34 |
| EMCOR Group, Inc. (EME) | 3.68% | $19.07B | 20.40% | 18.65% | 1.22 |
| GE Aerospace (GE) | 3.61% | $199.03B | -45.53% | 38.64% | 2.91 |
| Arista Networks, Inc. (ANET) | 3.57% | $113.63B | 15.87% | 64.91% | 16.77 |
| Advanced Micro Devices, Inc. (AMD) | 3.49% | $240.00B | 8.88% | 42.71% | 11.28 |
| Axon Enterprise, Inc. (AXON) | 3.48% | $28.95B | 34.57% | 60.25% | 12.40 |
| Trane Technologies Plc (TT) | 3.46% | $83.86B | 12.81% | 36.47% | 4.21 |
| Broadcom Inc. (AVGO) | 3.41% | $755.09B | 47.27% | 58.15% | 15.61 |
| Meta Platforms, Inc. (META) | 3.39% | $1.18T | 22.10% | 81.30% | 8.65 |
| NVIDIA Corp. (NVDA) | 3.39% | $2.78T | 122.40% | 75.15% | 28.91 |
| HEICO Corp. (HEI) | 3.37% | $31.05B | 37.26% | 42.23% | 9.60 |
| Iron Mountain, Inc. (IRM) | 3.33% | $34.16B | 13.00% | 41.31% | 7.26 |
| TransDigm Group, Inc. (TDG) | 3.33% | $77.08B | 17.26% | 57.65% | 12.17 |
| Monolithic Power Systems, Inc. (MPWR) | 3.31% | $41.96B | 15.03% | 55.29% | 20.55 |
| Amphenol Corp. (APH) | 3.30% | $76.23B | 18.20% | 33.61% | 6.68 |
| Progressive Corp. (PGR) | 3.29% | $150.90B | 18.11% | N/A | 1.90 |
| Howmet Aerospace, Inc. (HWM) | 3.28% | $38.64B | 14.08% | 27.87% | 4.94 |
| Costco Wholesale Corp. (COST) | 3.28% | $395.69B | 9.07% | 12.55% | 1.37 |
| Applied Materials, Inc. (AMAT) | 3.27% | $153.45B | 5.52% | 47.29% | 6.32 |
| Tradeweb Markets, Inc. (TW) | 3.26% | $13.82B | 30.37% | 87.67% | 14.33 |
| Super Micro Computer, Inc. (SMCI) | 3.19% | $25.58B | 109.77% | 14.13% | 3.34 |
| Lam Research Corp. (LRCX) | 3.18% | $98.17B | -14.47% | 47.61% | 9.39 |
| KLA Corp. (KLAC) | 3.18% | $98.27B | -6.41% | 61.19% | 11.70 |
| Veralto Corp. (VLTO) | 3.16% | $26.71B | 2.79% | 59.32% | 5.00 |
| Coinbase Global, Inc. (COIN) | 3.10% | $33.01B | 101.30% | 80.97% | 10.31 |
| Eli Lilly & Co. (LLY) | 3.06% | $860.11B | 35.98% | 80.80% | 21.69 |
| Garmin Ltd. (GRMN) | 3.04% | $32.65B | 14.07% | 57.27% | 5.19 |
| Palo Alto Networks, Inc. (PANW) | 3.00% | $107.37B | 16.46% | 74.35% | 14.17 |
| McKesson Corp. (MCK) | 2.88% | $66.35B | 6.44% | 3.73% | 0.26 |
| Amgen, Inc. (AMGN) | 0.03% | $178.89B | 19.90% | 61.17% | 7.24 |
| Constellation Energy Corp. (CEG) | 0.01% | $62.64B | 4.37% | 31.03% | 3.26 |
| Microsoft Corp. (MSFT) | 0.01% | $3.20T | 15.67% | 69.76% | 13.71 |
| Jabil, Inc. (JBL) | <0.01% | $12.24B | -20.18% | 8.82% | 0.50 |
Market data by FactSet
