SPMO — SPMO | S&P 500 Momentum ETF 13F holdings and portfolio analysis
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Baseline
Analysis messagesPre-generated Q&A about this fund. Use as reference context for your own analysis.
The latest change list shows GOOGL unchanged to 9.51%; NVDA unchanged to 9.02%; MU unchanged to 8.63%. Combined with top 5 38.75%, top 10 55.03%, top 20 71.56%, that tells the user whether the baseline is becoming more concentrated or simply refreshing existing exposure. For a static page, this is the best first check before deciding whether the raw disclosed book is still acceptable.
The baseline is a direct read-through of the disclosed ETF or index-like fund. It is led by GOOGL (Alphabet Inc.) 9.51%, NVDA (NVIDIA Corporation) 9.02%, and MU (Micron Technology, Inc.) 8.63%, with sector exposure of Information Technology 52.64%, Industrials 13.07%, and Communication Services 9.64%. The baseline metrics show return 20.86%, alpha 6.03%, beta 1.01, Sharpe 1.06, Sortino 1.33, and max drawdown -29.77%, so this should be treated as an equity exposure with its own concentration and timing risk rather than a neutral benchmark clone.
The strongest recent period was 2026-03-31 (16.93% strategy return, 9.42% benchmark, 7.52% excess, 113.78% turnover), while the weakest was 2025-07-31 (0.49% strategy return, 2.05% benchmark, -1.56% excess, 1.59% turnover). Those periods should be read alongside baseline metrics of return 20.86%, alpha 6.03%, beta 1.01, Sharpe 1.06, Sortino 1.33, and max drawdown -29.77% to judge whether returns came from persistent exposure or a narrow timing window.