AIMOM
Index Performance
+4.43%
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 holdings106
What's inside?
Holdings
All holdings as of September 13, 2024
CSV download
| NVIDIA Corp. (NVDA) | 7.63% | $2.92T | 122.40% | 75.15% | 28.91 |
| Eli Lilly & Co. (LLY) | 6.08% | $877.92B | 35.98% | 80.80% | 21.69 |
| Meta Platforms, Inc. (META) | 5.74% | $1.15T | 22.10% | 81.30% | 8.65 |
| Super Micro Computer, Inc. (SMCI) | 4.67% | $26.77B | 109.77% | 14.13% | 3.34 |
| Broadcom Inc. (AVGO) | 4.46% | $783.21B | 47.27% | 58.15% | 15.61 |
| Arista Networks, Inc. (ANET) | 4.08% | $113.02B | 15.87% | 64.91% | 16.77 |
| Palantir Technologies, Inc. (PLTR) | 2.79% | $76.25B | 27.15% | 81.04% | 23.20 |
| KLA Corp. (KLAC) | 2.59% | $101.02B | -6.41% | 61.19% | 11.70 |
| Costco Wholesale Corp. (COST) | 2.23% | $406.09B | 9.07% | 12.55% | 1.37 |
| TransDigm Group, Inc. (TDG) | 1.96% | $76.75B | 17.26% | 57.65% | 12.17 |
| Vertiv Holdings Co. (VRT) | 1.93% | $32.17B | 12.61% | 35.61% | 4.98 |
| Howmet Aerospace, Inc. (HWM) | 1.89% | $38.89B | 14.08% | 27.87% | 4.94 |
| Veralto Corp. (VLTO) | 1.83% | $27.19B | 2.79% | 59.32% | 5.00 |
| Cintas Corp. (CTAS) | 1.79% | $83.79B | 8.86% | 47.15% | 7.54 |
| Iron Mountain, Inc. (IRM) | 1.63% | $34.34B | 13.00% | 41.31% | 7.26 |
| Axon Enterprise, Inc. (AXON) | 1.59% | $28.69B | 34.57% | 60.25% | 12.40 |
| Advanced Micro Devices, Inc. (AMD) | 1.57% | $246.51B | 8.88% | 42.71% | 11.28 |
| Coinbase Global, Inc. (COIN) | 1.55% | $33.09B | 101.30% | 80.97% | 10.31 |
| United Rentals, Inc. (URI) | 1.55% | $48.24B | 6.16% | 37.34% | 3.83 |
| Applied Materials, Inc. (AMAT) | 1.54% | $155.38B | 5.52% | 47.29% | 6.32 |
| Monolithic Power Systems, Inc. (MPWR) | 1.32% | $44.56B | 15.03% | 55.29% | 20.55 |
| The Williams Cos., Inc. (WMB) | 1.15% | $54.89B | 4.10% | 38.50% | 7.86 |
| HEICO Corp. (HEI) | 1.02% | $31.17B | 37.26% | 42.23% | 9.60 |
| EMCOR Group, Inc. (EME) | 1.02% | $18.50B | 20.40% | 18.65% | 1.22 |
| Parker-Hannifin Corp. (PH) | 1.01% | $76.04B | 4.53% | 35.91% | 3.82 |
| Welltower OP LLC (WELL) | 1.00% | $78.91B | 9.59% | 18.57% | 10.60 |
| Lam Research Corp. (LRCX) | 0.97% | $99.97B | -14.47% | 47.61% | 9.39 |
| AppLovin Corp. (APP) | 0.96% | $33.44B | 43.98% | 72.29% | 8.09 |
| Intercontinental Exchange, Inc. (ICE) | 0.93% | $92.64B | 20.88% | 70.14% | 9.39 |
| Quanta Services, Inc. (PWR) | 0.90% | $39.71B | 10.81% | 13.09% | 1.88 |
| McKesson Corp. (MCK) | 0.90% | $67.28B | 6.44% | 3.73% | 0.26 |
| Robinhood Markets, Inc. (HOOD) | 0.87% | $16.84B | 40.12% | 93.31% | 9.34 |
| RTX Corp. (RTX) | 0.83% | $158.46B | 7.68% | 18.15% | 2.40 |
| D.R. Horton, Inc. (DHI) | 0.81% | $63.51B | 2.47% | 26.51% | 1.33 |
| Lockheed Martin Corp. (LMT) | 0.81% | $135.84B | 8.56% | 12.23% | 1.81 |
| Erie Indemnity Co. (ERIE) | 0.78% | $24.06B | 17.96% | 19.02% | 5.33 |
| Westinghouse Air Brake Technologies Corp. (WAB) | 0.78% | $29.60B | 9.85% | 30.60% | 3.09 |
| Constellation Energy Corp. (CEG) | 0.78% | $61.28B | 4.37% | 31.03% | 3.26 |
| Apollo Global Management, Inc. (APO) | 0.76% | $65.15B | -55.94% | 63.13% | 2.76 |
| GE Aerospace (GE) | 0.73% | $193.31B | -45.53% | 38.64% | 2.91 |
| Brown & Brown, Inc. (BRO) | 0.73% | $29.42B | 12.48% | 95.33% | 5.89 |
| Tradeweb Markets, Inc. (TW) | 0.71% | $13.67B | 30.37% | 87.67% | 14.33 |
| MicroStrategy, Inc. (MSTR) | 0.70% | $24.71B | -7.44% | 72.24% | 59.17 |
| Progressive Corp. (PGR) | 0.68% | $149.61B | 18.11% | N/A | 1.90 |
| Walmart, Inc. (WMT) | 0.67% | $647.88B | 4.77% | 25.11% | 0.92 |
| Amphenol Corp. (APH) | 0.66% | $76.57B | 18.20% | 33.61% | 6.68 |
| Intuitive Surgical, Inc. (ISRG) | 0.65% | $174.07B | 14.47% | 68.30% | 20.59 |
| Public Service Enterprise Group, Inc. (PEG) | 0.64% | $41.93B | 5.57% | 16.20% | N/A |
| Philip Morris International, Inc. (PM) | 0.64% | $195.31B | 5.22% | 62.36% | 5.63 |
| KKR Group Co., Inc. (KKR) | 0.64% | $108.98B | 29.11% | 38.45% | 7.15 |
| Boston Scientific Corp. (BSX) | 0.63% | $122.68B | 14.48% | 62.74% | 8.04 |
| American Electric Power Co., Inc. (AEP) | 0.63% | $55.43B | 2.90% | 27.44% | 4.57 |
| American Express Co. (AXP) | 0.63% | $184.13B | 10.00% | 60.72% | 2.34 |
| The Bank of New York Mellon Corp. (BK) | 0.62% | $50.70B | 16.19% | N/A | -0.19 |
| Garmin Ltd. (GRMN) | 0.62% | $33.19B | 14.07% | 57.27% | 5.19 |
| Micron Technology, Inc. (MU) | 0.61% | $101.15B | 81.53% | 26.90% | 6.90 |
| Fifth Third Bancorp (FITB) | 0.61% | $28.47B | 11.25% | N/A | 3.38 |
| The Goldman Sachs Group, Inc. (GS) | 0.60% | $151.26B | 17.55% | N/A | 6.56 |
| JPMorgan Chase & Co. (JPM) | 0.60% | $581.32B | 23.89% | N/A | 5.38 |
| Dover Corp. (DOV) | 0.59% | $25.44B | 3.72% | 37.96% | 3.26 |
| Synchrony Financial (SYF) | 0.59% | $18.63B | 16.54% | 78.58% | 0.86 |
| The Allstate Corp. (ALL) | 0.57% | $49.72B | 12.41% | N/A | 0.87 |
| Ares Management Corp. (ARES) | 0.57% | $28.92B | -25.61% | 98.71% | 11.94 |
| Trane Technologies Plc (TT) | 0.56% | $82.20B | 12.81% | 36.47% | 4.21 |
| Palo Alto Networks, Inc. (PANW) | 0.55% | $112.95B | 16.46% | 74.35% | 14.17 |
| Arthur J. Gallagher & Co. (AJG) | 0.55% | $65.16B | 13.91% | 92.27% | 6.02 |
| Chubb Ltd. (CB) | 0.55% | $116.68B | 17.31% | N/A | 2.36 |
| Deckers Outdoor Corp. (DECK) | 0.50% | $23.76B | 22.13% | 54.82% | 5.31 |
| Fair Isaac Corp. (FICO) | 0.42% | $45.82B | 12.33% | 80.24% | 23.73 |
| GoDaddy, Inc. (GDDY) | 0.34% | $21.47B | 7.67% | 60.70% | 5.39 |
| The TJX Cos., Inc. (TJX) | 0.33% | $135.13B | 5.57% | 30.26% | 2.46 |
| Republic Services, Inc. (RSG) | 0.30% | $64.63B | 8.64% | 30.28% | 4.75 |
| Williams-Sonoma, Inc. (WSM) | 0.26% | $18.26B | -3.99% | 46.20% | 2.67 |
| Vertex Pharmaceuticals, Inc. (VRTX) | 0.24% | $125.28B | 6.02% | 85.88% | 11.25 |
| Vistra Corp. (VST) | 0.23% | $29.39B | 15.61% | 26.22% | 3.31 |
| Dick's Sporting Goods, Inc. (DKS) | 0.22% | $12.55B | 7.75% | 36.73% | 1.43 |
| General Dynamics Corp. (GD) | 0.21% | $83.75B | 17.97% | 15.03% | 2.01 |
| Dell Technologies, Inc. (DELL) | 0.17% | $35.18B | 8.76% | 21.15% | 1.03 |
| Pure Storage, Inc. (PSTG) | 0.17% | $16.02B | 10.91% | 70.71% | 5.68 |
| Martin Marietta Materials, Inc. (MLM) | 0.16% | $31.82B | -3.12% | 29.31% | 5.74 |
| Seagate Technology Holdings Plc (STX) | 0.16% | $21.50B | -11.28% | 23.60% | 4.06 |
| Lennar Corp. (LEN) | 0.16% | $50.55B | 9.17% | 23.22% | 1.23 |
| PulteGroup, Inc. (PHM) | 0.16% | $28.96B | 9.81% | 30.25% | 1.43 |
| Toast, Inc. (TOST) | 0.14% | $12.07B | 26.99% | 23.03% | 3.18 |
| Vulcan Materials Co. (VMC) | 0.13% | $31.36B | -4.66% | 29.40% | 4.88 |
| Hubbell, Inc. (HUBB) | 0.13% | $21.72B | 6.34% | 35.17% | 3.86 |
| Owens Corning (OC) | 0.13% | $14.40B | 8.82% | 31.41% | 2.14 |
| United Therapeutics Corp. (UTHR) | 0.12% | $15.09B | 19.85% | 89.12% | 4.84 |
| Lennox International, Inc. (LII) | 0.10% | $21.07B | 2.81% | 33.64% | 4.12 |
| CBRE Group, Inc. (CBRE) | 0.10% | $36.36B | 8.69% | 17.13% | 1.02 |
| Nasdaq, Inc. (NDAQ) | 0.10% | $41.96B | 25.05% | 56.14% | 6.81 |
| NRG Energy, Inc. (NRG) | 0.10% | $16.73B | 6.35% | 18.30% | 0.96 |
| Tyler Technologies, Inc. (TYL) | 0.10% | $24.83B | 7.28% | 41.40% | 10.91 |
| Hilton Worldwide Holdings, Inc. (HLT) | 0.10% | $53.43B | 10.94% | 29.65% | 6.03 |
| Motorola Solutions, Inc. (MSI) | 0.10% | $73.70B | 9.36% | 49.58% | 6.84 |
| Texas Pacific Land Corp. (TPL) | 0.10% | $18.59B | 7.30% | 89.02% | 23.85 |
| Ferguson Plc (FERG) | 0.09% | $39.03B | 2.35% | 29.38% | 1.60 |
| NVR, Inc. (NVR) | 0.08% | $28.84B | 11.56% | 23.90% | 2.43 |
| Western Digital Corp. (WDC) | 0.08% | $22.33B | 5.56% | 24.53% | 2.37 |
| Universal Health Services, Inc. (UHS) | 0.08% | $13.83B | 10.13% | 11.17% | 1.17 |
| Amgen, Inc. (AMGN) | 0.01% | $178.64B | 19.90% | 61.17% | 7.24 |
| International Business Machines Corp. (IBM) | 0.01% | $197.85B | 1.91% | 54.37% | 3.30 |
| Microsoft Corp. (MSFT) | <0.01% | $3.20T | 15.67% | 69.76% | 13.71 |
| CDW Corp. (CDW) | <0.01% | $29.41B | -3.60% | 21.81% | 1.71 |
| Jabil, Inc. (JBL) | <0.01% | $12.01B | -20.18% | 8.82% | 0.50 |
| Ingersoll Rand, Inc. (IR) | <0.01% | $36.73B | 7.04% | 38.89% | 5.80 |
Market data by FactSet
