AIMOM
Index Performance
+1.55%
AIMOM
Overview
Description
The Intelligent Momentum Select strategy is an AI-powered portfolio focused on the momentum factor. The strategy relies on Intelligent Alpha's Investment Committee to vote US equities with strong price momentum into the portfolio. Our committee then weights the stocks chosen for the strategy based on its confidence in the pick.
- TickerAIMOM
- Inception Date03/10/2024
- WeightingCustom
- # of holdings108
What's inside?
Holdings
All holdings as of September 18, 2024
CSV download
| NVIDIA Corp. (NVDA) | 7.30% | $2.78T | 122.40% | 75.15% | 28.91 |
| Eli Lilly & Co. (LLY) | 5.99% | $860.11B | 35.98% | 80.80% | 21.69 |
| Meta Platforms, Inc. (META) | 5.92% | $1.18T | 22.10% | 81.30% | 8.65 |
| Super Micro Computer, Inc. (SMCI) | 4.48% | $25.58B | 109.77% | 14.13% | 3.34 |
| Broadcom Inc. (AVGO) | 4.33% | $755.09B | 47.27% | 58.15% | 15.61 |
| Arista Networks, Inc. (ANET) | 4.12% | $113.63B | 15.87% | 64.91% | 16.77 |
| Palantir Technologies, Inc. (PLTR) | 2.86% | $77.94B | 27.15% | 81.04% | 23.20 |
| KLA Corp. (KLAC) | 2.53% | $98.27B | -6.41% | 61.19% | 11.70 |
| Costco Wholesale Corp. (COST) | 2.19% | $395.69B | 9.07% | 12.55% | 1.37 |
| Vertiv Holdings Co. (VRT) | 1.98% | $32.89B | 12.61% | 35.61% | 4.98 |
| TransDigm Group, Inc. (TDG) | 1.98% | $77.08B | 17.26% | 57.65% | 12.17 |
| Howmet Aerospace, Inc. (HWM) | 1.89% | $38.64B | 14.08% | 27.87% | 4.94 |
| Veralto Corp. (VLTO) | 1.81% | $26.71B | 2.79% | 59.32% | 5.00 |
| Cintas Corp. (CTAS) | 1.74% | $81.21B | 8.86% | 47.15% | 7.54 |
| United Rentals, Inc. (URI) | 1.65% | $51.14B | 6.16% | 37.34% | 3.83 |
| Iron Mountain, Inc. (IRM) | 1.63% | $34.16B | 13.00% | 41.31% | 7.26 |
| Axon Enterprise, Inc. (AXON) | 1.61% | $28.95B | 34.57% | 60.25% | 12.40 |
| Coinbase Global, Inc. (COIN) | 1.56% | $33.01B | 101.30% | 80.97% | 10.31 |
| Advanced Micro Devices, Inc. (AMD) | 1.54% | $240.00B | 8.88% | 42.71% | 11.28 |
| Applied Materials, Inc. (AMAT) | 1.53% | $153.45B | 5.52% | 47.29% | 6.32 |
| Monolithic Power Systems, Inc. (MPWR) | 1.25% | $41.96B | 15.03% | 55.29% | 20.55 |
| The Williams Cos., Inc. (WMB) | 1.16% | $55.07B | 4.10% | 38.50% | 7.86 |
| EMCOR Group, Inc. (EME) | 1.06% | $19.07B | 20.40% | 18.65% | 1.22 |
| AppLovin Corp. (APP) | 1.05% | $36.59B | 43.98% | 72.29% | 8.09 |
| Parker-Hannifin Corp. (PH) | 1.04% | $78.32B | 4.53% | 35.91% | 3.82 |
| HEICO Corp. (HEI) | 1.03% | $31.05B | 37.26% | 42.23% | 9.60 |
| Welltower OP LLC (WELL) | 0.99% | $77.64B | 9.59% | 18.57% | 10.60 |
| Lam Research Corp. (LRCX) | 0.96% | $98.17B | -14.47% | 47.61% | 9.39 |
| Intercontinental Exchange, Inc. (ICE) | 0.93% | $92.56B | 20.88% | 70.14% | 9.39 |
| Quanta Services, Inc. (PWR) | 0.92% | $40.08B | 10.81% | 13.09% | 1.88 |
| Robinhood Markets, Inc. (HOOD) | 0.91% | $17.51B | 40.12% | 93.31% | 9.34 |
| McKesson Corp. (MCK) | 0.89% | $66.35B | 6.44% | 3.73% | 0.26 |
| RTX Corp. (RTX) | 0.83% | $157.02B | 7.68% | 18.15% | 2.40 |
| D.R. Horton, Inc. (DHI) | 0.81% | $63.31B | 2.47% | 26.51% | 1.33 |
| Erie Indemnity Co. (ERIE) | 0.81% | $24.76B | 17.96% | 19.02% | 5.33 |
| Lockheed Martin Corp. (LMT) | 0.81% | $134.79B | 8.56% | 12.23% | 1.81 |
| Westinghouse Air Brake Technologies Corp. (WAB) | 0.81% | $30.43B | 9.85% | 30.60% | 3.09 |
| Constellation Energy Corp. (CEG) | 0.80% | $62.64B | 4.37% | 31.03% | 3.26 |
| Apollo Global Management, Inc. (APO) | 0.78% | $66.95B | -55.94% | 63.13% | 2.76 |
| GE Aerospace (GE) | 0.75% | $199.03B | -45.53% | 38.64% | 2.91 |
| Brown & Brown, Inc. (BRO) | 0.73% | $29.24B | 12.48% | 95.33% | 5.89 |
| Tradeweb Markets, Inc. (TW) | 0.72% | $13.82B | 30.37% | 87.67% | 14.33 |
| Progressive Corp. (PGR) | 0.69% | $150.90B | 18.11% | N/A | 1.90 |
| KKR Group Co., Inc. (KKR) | 0.67% | $114.70B | 29.11% | 38.45% | 7.15 |
| Walmart, Inc. (WMT) | 0.66% | $635.26B | 4.77% | 25.11% | 0.92 |
| Amphenol Corp. (APH) | 0.66% | $76.23B | 18.20% | 33.61% | 6.68 |
| MicroStrategy, Inc. (MSTR) | 0.66% | $24.28B | -7.44% | 72.24% | 59.17 |
| Public Service Enterprise Group, Inc. (PEG) | 0.65% | $41.97B | 5.57% | 16.20% | N/A |
| The Bank of New York Mellon Corp. (BK) | 0.65% | $52.42B | 16.19% | N/A | -0.19 |
| Intuitive Surgical, Inc. (ISRG) | 0.64% | $171.31B | 14.47% | 68.30% | 20.59 |
| American Express Co. (AXP) | 0.64% | $186.39B | 10.00% | 60.72% | 2.34 |
| Boston Scientific Corp. (BSX) | 0.63% | $121.59B | 14.48% | 62.74% | 8.04 |
| American Electric Power Co., Inc. (AEP) | 0.63% | $54.93B | 2.90% | 27.44% | 4.57 |
| Philip Morris International, Inc. (PM) | 0.62% | $188.07B | 5.22% | 62.36% | 5.63 |
| Fifth Third Bancorp (FITB) | 0.62% | $28.85B | 11.25% | N/A | 3.38 |
| The Goldman Sachs Group, Inc. (GS) | 0.61% | $153.03B | 17.55% | N/A | 6.56 |
| Synchrony Financial (SYF) | 0.61% | $19.32B | 16.54% | 78.58% | 0.86 |
| Garmin Ltd. (GRMN) | 0.61% | $32.65B | 14.07% | 57.27% | 5.19 |
| JPMorgan Chase & Co. (JPM) | 0.61% | $590.46B | 23.89% | N/A | 5.38 |
| Dover Corp. (DOV) | 0.60% | $25.56B | 3.72% | 37.96% | 3.26 |
| Ares Management Corp. (ARES) | 0.59% | $29.89B | -25.61% | 98.71% | 11.94 |
| Micron Technology, Inc. (MU) | 0.59% | $96.86B | 81.53% | 26.90% | 6.90 |
| The Allstate Corp. (ALL) | 0.58% | $50.43B | 12.41% | N/A | 0.87 |
| Trane Technologies Plc (TT) | 0.57% | $83.86B | 12.81% | 36.47% | 4.21 |
| Chubb Ltd. (CB) | 0.55% | $116.81B | 17.31% | N/A | 2.36 |
| Arthur J. Gallagher & Co. (AJG) | 0.54% | $63.80B | 13.91% | 92.27% | 6.02 |
| Palo Alto Networks, Inc. (PANW) | 0.53% | $107.37B | 16.46% | 74.35% | 14.17 |
| Deckers Outdoor Corp. (DECK) | 0.51% | $23.97B | 22.13% | 54.82% | 5.31 |
| Fair Isaac Corp. (FICO) | 0.43% | $46.59B | 12.33% | 80.24% | 23.73 |
| GoDaddy, Inc. (GDDY) | 0.35% | $21.75B | 7.67% | 60.70% | 5.39 |
| The TJX Cos., Inc. (TJX) | 0.33% | $132.24B | 5.57% | 30.26% | 2.46 |
| Republic Services, Inc. (RSG) | 0.29% | $62.56B | 8.64% | 30.28% | 4.75 |
| Williams-Sonoma, Inc. (WSM) | 0.27% | $18.64B | -3.99% | 46.20% | 2.67 |
| Vistra Corp. (VST) | 0.24% | $31.33B | 15.61% | 26.22% | 3.31 |
| Vertex Pharmaceuticals, Inc. (VRTX) | 0.24% | $122.38B | 6.02% | 85.88% | 11.25 |
| Dick's Sporting Goods, Inc. (DKS) | 0.21% | $12.30B | 7.75% | 36.73% | 1.43 |
| General Dynamics Corp. (GD) | 0.21% | $83.09B | 17.97% | 15.03% | 2.01 |
| Dell Technologies, Inc. (DELL) | 0.17% | $35.70B | 8.76% | 21.15% | 1.03 |
| Martin Marietta Materials, Inc. (MLM) | 0.17% | $32.64B | -3.12% | 29.31% | 5.74 |
| Pure Storage, Inc. (PSTG) | 0.17% | $16.15B | 10.91% | 70.71% | 5.68 |
| Lennar Corp. (LEN) | 0.16% | $51.22B | 9.17% | 23.22% | 1.23 |
| Seagate Technology Holdings Plc (STX) | 0.16% | $21.24B | -11.28% | 23.60% | 4.06 |
| PulteGroup, Inc. (PHM) | 0.16% | $29.26B | 9.81% | 30.25% | 1.43 |
| Vulcan Materials Co. (VMC) | 0.14% | $32.28B | -4.66% | 29.40% | 4.88 |
| Toast, Inc. (TOST) | 0.14% | $12.13B | 26.99% | 23.03% | 3.18 |
| Hubbell, Inc. (HUBB) | 0.14% | $22.00B | 6.34% | 35.17% | 3.86 |
| Owens Corning (OC) | 0.14% | $14.98B | 8.82% | 31.41% | 2.14 |
| United Therapeutics Corp. (UTHR) | 0.12% | $15.24B | 19.85% | 89.12% | 4.84 |
| Texas Pacific Land Corp. (TPL) | 0.10% | $20.26B | 7.30% | 89.02% | 23.85 |
| Lennox International, Inc. (LII) | 0.10% | $21.47B | 2.81% | 33.64% | 4.12 |
| CBRE Group, Inc. (CBRE) | 0.10% | $36.88B | 8.69% | 17.13% | 1.02 |
| NRG Energy, Inc. (NRG) | 0.10% | $16.91B | 6.35% | 18.30% | 0.96 |
| Hilton Worldwide Holdings, Inc. (HLT) | 0.10% | $54.46B | 10.94% | 29.65% | 6.03 |
| Nasdaq, Inc. (NDAQ) | 0.10% | $41.90B | 25.05% | 56.14% | 6.81 |
| Ferguson Plc (FERG) | 0.10% | $41.55B | 2.35% | 29.38% | 1.60 |
| Tyler Technologies, Inc. (TYL) | 0.10% | $24.73B | 7.28% | 41.40% | 10.91 |
| Motorola Solutions, Inc. (MSI) | 0.10% | $72.84B | 9.36% | 49.58% | 6.84 |
| NVR, Inc. (NVR) | 0.08% | $29.12B | 11.56% | 23.90% | 2.43 |
| Western Digital Corp. (WDC) | 0.08% | $22.13B | 5.56% | 24.53% | 2.37 |
| Universal Health Services, Inc. (UHS) | 0.08% | $13.96B | 10.13% | 11.17% | 1.17 |
| Amgen, Inc. (AMGN) | 0.01% | $178.89B | 19.90% | 61.17% | 7.24 |
| International Business Machines Corp. (IBM) | 0.01% | $197.99B | 1.91% | 54.37% | 3.30 |
| Microsoft Corp. (MSFT) | <0.01% | $3.20T | 15.67% | 69.76% | 13.71 |
| The Estée Lauder Companies, Inc. (EL) | <0.01% | $20.52B | -2.00% | 71.57% | 2.88 |
| CDW Corp. (CDW) | <0.01% | $29.60B | -3.60% | 21.81% | 1.71 |
| Jabil, Inc. (JBL) | <0.01% | $12.24B | -20.18% | 8.82% | 0.50 |
| Teleflex, Inc. (TFX) | <0.01% | $11.38B | 0.87% | 55.74% | 3.84 |
| Ingersoll Rand, Inc. (IR) | <0.01% | $37.82B | 7.04% | 38.89% | 5.80 |
Market data by FactSet
