Each N-PORT filing of AMOM compared with the one before: positions added and dropped, the largest weight changes, turnover. Computed by Mulden from the filings; dated by filing period and SEC receipt.https://themulden.com/enhttps://themulden.com/funds/amom/https://themulden.com/funds/amom/51 positions became 51: 7 added (11.51% of the fund), 7 dropped (11.47%). Turnover proxy 16%. Largest increases: BROADCOM INC 5.09% to 5.62%; SEAGATE TECHNOLOGY HOLDINGS PLC 1.87% to 2.4%; WESTERN DIGITAL CORP 1.82% to 2.28%; ALPHABET INC 6.84% to 7.3%; ADVANCED MICRO DEVICES INC 2.37% to 2.76%; QUANTA SERVICES INC 1.45% to 1.8%. Largest decreases: ELI LILLY & COMPANY 4.6% to 4.04%; LAM RESEARCH CORP 2.13% to 1.62%; ROYAL CARIBBEAN CRUISES LTD 1.64% to 1.25%; APPLIED MATERIALS INC 1.89% to 1.57%; GE AEROSPACE 2.75% to 2.46%; MICRON TECHNOLOGY INC 2.96% to 2.68%. New: META PLATFORMS INC (5.07%), INTEL CORP (2.48%), CENCORA INC (1.17%), STEEL DYNAMICS INC (1.08%), WILLIAMS SONOMA INC (0.78%), HUNTINGTON INGALLS INDUSTRIES INC (0.66%). Gone: Tesla Inc (5.51%), Morgan Stanley (2.66%), Axon Enterprise Inc (0.95%), Synchrony Financial (0.82%), Fox Corporation (0.7%), Invesco Ltd (0.66%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 26 Jun 2026 12:00:00 GMThttps://themulden.com/funds/amom/https://themulden.com/funds/amom/51 positions became 51: 17 added (31.34% of the fund), 17 dropped (32.85%). Turnover proxy 37.6%. Largest increases: Seagate Technology Holdings PLC 1.12% to 1.87%; Western Digital Corp. 1.18% to 1.82%; Newmont Corporation 1.34% to 1.86%; Micron Technology Inc. 2.45% to 2.96%; Goldman Sachs Group, Inc. 2.2% to 2.66%; Royal Caribbean Group 1.2% to 1.64%. Largest decreases: Advanced Micro Devices Inc. 3.46% to 2.37%; Broadcom Inc 6.11% to 5.09%; Palantir Technologies Inc 3.19% to 2.53%; First Solar Inc 0.72% to 0.17%; NVIDIA Corp. 9.26% to 8.77%; Constellation Energy Corp. 1.68% to 1.32%. New: Alphabet Inc. (6.84%), Eli Lilly & Co. (4.6%), Morgan Stanley (2.66%), Citigroup Inc. (2.22%), Applied Materials Inc. (1.89%), Welltower Inc. (1.81%). Gone: Meta Platforms Inc (4.99%), JPMorgan Chase & Co. (4.12%), Oracle Corp. (3.75%), Netflix, Inc. (3%), Uber Technologies Inc (2.02%), Eaton Corporation PLC (1.77%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 30 Mar 2026 12:00:00 GMThttps://themulden.com/funds/amom/https://themulden.com/funds/amom/51 positions became 51: 21 added (42.45% of the fund), 21 dropped (36.41%). Turnover proxy 42.8%. Largest increases: Cardinal Health, Inc. 0.98% to 1.09%; BBH SWEEP VEHICLE 0.23% to 0.34%; Fair Isaac Corporation 0.88% to 0.97%; Amphenol Corporation 1.95% to 1.99%; KLA Corp. 1.77% to 1.78%. Largest decreases: Meta Platforms Inc 6.87% to 4.99%; NVIDIA Corp. 10.04% to 9.26%; Netflix, Inc. 3.38% to 3%; O'Reilly Automotive Inc. 1.59% to 1.21%; Royal Caribbean Group 1.55% to 1.2%; Vistra Corp 1.46% to 1.14%. New: Tesla Inc (5.59%), JPMorgan Chase & Co. (4.12%), Oracle Corp. (3.75%), Advanced Micro Devices Inc. (3.46%), Caterpillar Inc (2.59%), Micron Technology Inc. (2.45%). Gone: Eli Lilly & Co. (4.24%), Costco Wholesale Corporation (3.27%), Philip Morris International Inc. (2.5%), International Business Machines Corp. (2.33%), Booking Holdings Inc (2.15%), Boston Scientific Corporation (2.03%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 29 Dec 2025 12:00:00 GMThttps://themulden.com/funds/amom/https://themulden.com/funds/amom/51 positions became 51: 16 added (23.55% of the fund), 16 dropped (24.86%). Turnover proxy 29.1%. Largest increases: NVIDIA Corp. 8.71% to 10.04%; Meta Platforms Inc 5.8% to 6.87%; Broadcom Inc 5.55% to 6.23%; Arista Networks Inc 1.81% to 2.23%; Super Micro Computer Inc. 0.72% to 1.08%; GE Aerospace 2.52% to 2.87%. Largest decreases: Eli Lilly & Co. 5.21% to 4.24%; Netflix, Inc. 4.16% to 3.38%; Costco Wholesale Corporation 3.66% to 3.27%; Fair Isaac Corporation 1.24% to 0.88%; The Progressive Corporation 2.18% to 1.87%; Crowdstrike Holdings Inc 1.97% to 1.65%. New: Philip Morris International Inc. (2.5%), Uber Technologies Inc (2.15%), Booking Holdings Inc (2.15%), Amphenol Corporation (1.95%), Constellation Energy Corp. (1.79%), KLA Corp. (1.77%). Gone: Walmart Inc (4.96%), T-Mobile US Inc (2.76%), Palo Alto Networks Inc (2.01%), Gilead Sciences Inc. (1.93%), KKR & Co Inc. (1.71%), Fiserv Inc. (1.58%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 26 Sep 2025 12:00:00 GMThttps://themulden.com/funds/amom/https://themulden.com/funds/amom/51 positions became 51: 28 added (44.42% of the fund), 28 dropped (48.45%). Turnover proxy 55.2%. Largest increases: Eli Lilly & Co. 3.14% to 5.21%; Netflix, Inc. 2.31% to 4.16%; Palantir Technologies Inc 1.54% to 3.35%; Meta Platforms Inc 4.47% to 5.8%; NVIDIA Corp. 7.68% to 8.71%; Crowdstrike Holdings Inc 1.2% to 1.97%. Largest decreases: Broadcom Inc 6.74% to 5.55%; KKR & Co Inc. 2.82% to 1.71%; Apollo Global Management Inc 2.2% to 1.51%; Vistra Corp 1.86% to 1.21%; Targa Resources Corp. 1.54% to 0.96%; The Progressive Corporation 2.66% to 2.18%. New: Walmart Inc (4.96%), Costco Wholesale Corporation (3.66%), T-Mobile US Inc (2.76%), GE Aerospace (2.52%), International Business Machines Corporation (2.51%), Boston Scientific Corporation (2.12%). Gone: Tesla Inc (7.72%), Servicenow Inc (3.07%), Shopify Inc (2.72%), Blackstone Inc (2.5%), Applovin Corp. (2.46%), Mercadolibre Inc (2.31%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 26 Jun 2025 12:00:00 GMThttps://themulden.com/funds/amom/https://themulden.com/funds/amom/51 positions became 51: 22 added (29.92% of the fund), 22 dropped (42.83%). Turnover proxy 49.5%. Largest increases: The Progressive Corporation 0.57% to 2.66%; Blackstone Inc 0.48% to 2.5%; Tesla Inc 5.72% to 7.72%; Shopify Inc 0.78% to 2.72%; Servicenow Inc 1.24% to 3.07%; Broadcom Inc 5.12% to 6.74%. Largest decreases: Eli Lilly & Co. 5.62% to 3.14%; NVIDIA Corp. 9.93% to 7.68%; Cadence Design Systems, Inc. 1.46% to 1.04%; Quanta Services, Inc. 1.19% to 0.79%; Deckers Outdoor Corp. 1.44% to 1.09%; KLA Corp. 1.49% to 1.24%. New: Meta Platforms Inc (4.47%), Applovin Corp. (2.46%), Palantir Technologies Inc (1.54%), Targa Resources Corp. (1.54%), Vertiv Holdings Co (1.5%), Arista Networks Inc (1.4%). Gone: Apple Inc. (8.81%), Microsoft Corp. (4.41%), Amazon.com, Inc. (4.34%), Costco Wholesale Corporation (2.17%), Applied Materials Inc. (2.03%), Transdigm Group Inc. (1.99%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 20 Mar 2025 12:00:00 GMThttps://themulden.com/funds/amom/https://themulden.com/funds/amom/51 positions became 51: 17 added (27.27% of the fund), 17 dropped (19.77%). Turnover proxy 33.9%. Largest increases: Microsoft Corp. 1.38% to 4.41%; NVIDIA Corp. 8.7% to 9.93%; Mercadolibre Inc 1.4% to 2.43%; Micron Technology Inc. 0.3% to 0.7%; Monolithic Power Systems Inc. 0.63% to 0.87%; BBH SWEEP VEHICLE 0.2% to 0.37%. Largest decreases: Tesla Inc 6.91% to 5.72%; Advanced Micro Devices, Inc. 2.37% to 1.3%; Trane Technologies PLC 2.45% to 1.39%; Marathon Petroleum Corp. 2.11% to 1.12%; Eli Lilly & Co. 6.58% to 5.62%; United Rentals, Inc. 2.09% to 1.26%. New: Apple Inc. (8.81%), Costco Wholesale Corporation (2.17%), Oracle Corp. (1.63%), Lam Research Corporation (1.6%), KKR & Co Inc. (1.49%), Vertex Pharmaceuticals Incorporated (1.47%). Gone: Eaton Corporation PLC (2.73%), Lam Research Corporation (1.67%), Super Micro Computer Inc. (1.6%), Dell Technologies Inc (1.46%), Vertiv Holdings Co (1.45%), Steel Dynamics, Inc. (1.37%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 27 Dec 2024 12:00:00 GMThttps://themulden.com/funds/amom/https://themulden.com/funds/amom/51 positions became 51: 20 added (29.78% of the fund), 20 dropped (27.74%). Turnover proxy 39.8%. Largest increases: Eli Lilly & Co. 3.07% to 6.58%; Palo Alto Networks Inc 0.76% to 1.67%; Arista Networks Inc 0.82% to 1.73%; Tesla Inc 6.07% to 6.91%; Fair Isaac Corporation 1.09% to 1.93%; Synopsys Inc 0.84% to 1.52%. Largest decreases: Microsoft Corp. 5.82% to 1.38%; Netflix, Inc. 3.75% to 2%; DexCom Inc 1.95% to 0.63%; Mercadolibre Inc 2.54% to 1.4%; Coinbase Global Inc 1.09% to 0.47%; Apollo Global Management Inc 2.2% to 1.67%. New: Amazon.com, Inc. (4.93%), Eaton Corporation PLC (2.73%), Marathon Petroleum Company (2.11%), Copart Inc (1.87%), Quanta Services, Inc. (1.76%), Microstrategy Incorporated (1.6%). Gone: Apple Inc (5.73%), Blackstone Inc (2.36%), IDEXX Laboratories Inc (1.94%), Shopify Inc (1.83%), Old Dominion Freight Line Inc (1.68%), KKR & Co Inc (1.58%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 24 Sep 2024 12:00:00 GMThttps://themulden.com/funds/amom/https://themulden.com/funds/amom/51 positions became 51: 22 added (26.27% of the fund), 22 dropped (32.56%). Turnover proxy 43.9%. Largest increases: Tesla Inc 2.29% to 6.07%; Cintas Corp 0.96% to 2.42%; Blackstone Inc 0.91% to 2.36%; MercadoLibre Inc 1.16% to 2.54%; Applied Materials Inc 1.08% to 2.37%; Apollo Global Management Inc 0.99% to 2.2%. Largest decreases: Microsoft Corp 9.02% to 5.82%; Eli Lilly & Co 5.06% to 3.07%; Adobe Inc 3.4% to 1.45%; ServiceNow Inc 2.57% to 1.16%; Palo Alto Networks Inc 2.15% to 0.76%; Arista Networks Inc 1.81% to 0.82%. New: TransDigm Group Inc (2.37%), United Rentals Inc (2.03%), Dexcom Inc (1.95%), IDEXX Laboratories Inc (1.94%), Trane Technologies PLC (1.82%), Old Dominion Freight Line Inc (1.68%). Gone: Meta Platforms Inc (3.99%), Amazon.com Inc (3.53%), UnitedHealth Group Inc (1.94%), Visa Inc (1.94%), Mastercard Inc (1.91%), Amgen Inc (1.59%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 25 Jun 2024 12:00:00 GMThttps://themulden.com/funds/amom/https://themulden.com/funds/amom/51 positions became 51: 32 added (56.62% of the fund), 32 dropped (57.94%). Turnover proxy 75.1%. Largest increases: NVIDIA Corp 3.47% to 8.83%; Broadcom Inc 2.35% to 4.87%; ServiceNow Inc 0.2% to 2.57%; Adobe Inc 1.12% to 3.4%; MercadoLibre Inc 0.08% to 1.16%; Fair Isaac Corp 0.06% to 1.02%. Largest decreases: Alphabet Inc 7.68% to 0.93%; Amazon.com Inc 8.27% to 3.53%; Eli Lilly & Co 8.36% to 5.06%; Cintas Corp 2.5% to 0.96%; Cadence Design Systems Inc 1.19% to 0.8%; Synopsys Inc 1.09% to 0.81%. New: Microsoft Corp (9.02%), Apple Inc (5.24%), Netflix Inc (3.36%), Advanced Micro Devices Inc (3.16%), Tesla Inc (2.29%), Palo Alto Networks Inc (2.15%). Gone: O'Reilly Automotive Inc (4.68%), Casey's General Stores Inc (4.41%), Oracle Corp (3.93%), Yum! Brands Inc (3.84%), Axon Enterprise Inc (3.51%), Home Depot Inc/The (3.47%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 21 Mar 2024 12:00:00 GMThttps://themulden.com/funds/amom/https://themulden.com/funds/amom/51 positions became 51: 19 added (50.55% of the fund), 19 dropped (33.27%). Turnover proxy 51.7%. Largest increases: Manhattan Associates Inc 0.16% to 0.66%; Lululemon Athletica Inc 0.56% to 0.88%; Arista Networks Inc 0.83% to 1.13%; Invesco Government & Agency Portfolio 0.27% to 0.29%; MercadoLibre Inc 0.06% to 0.08%; KLA Corp 0.06% to 0.07%. Largest decreases: NVIDIA Corp 7.99% to 3.47%; Home Depot Inc/The 5.73% to 3.47%; Broadcom Inc 4.35% to 2.35%; Reliance Steel & Aluminum Co 3.85% to 2.83%; Yum! Brands Inc 4.8% to 3.84%; EMCOR Group Inc 3.32% to 2.5%. New: Eli Lilly & Co (8.36%), Amazon.com Inc (8.27%), Alphabet Inc (7.68%), Casey's General Stores Inc (4.41%), Oracle Corp (3.93%), Axon Enterprise Inc (3.51%). Gone: Walmart Inc (7.92%), Toro Co/The (3.41%), Lowe's Cos Inc (3.09%), Hubbell Inc (2.78%), WW Grainger Inc (2.65%), Ross Stores Inc (2.6%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 20 Dec 2023 12:00:00 GMThttps://themulden.com/funds/amom/https://themulden.com/funds/amom/51 positions became 51: 23 added (45.3% of the fund), 23 dropped (55.82%). Turnover proxy 61.4%. Largest increases: O'Reilly Automotive Inc 3.12% to 5.48%; Reliance Steel & Aluminum Co 1.85% to 3.85%; Toro Co/The 1.91% to 3.41%; Home Depot Inc/The 4.39% to 5.73%; Gartner Inc 1.54% to 2.76%; EMCOR Group Inc 2.11% to 3.32%. Largest decreases: IDEXX Laboratories Inc 1.27% to 0.27%; Fair Isaac Corp 1.1% to 0.16%; KLA Corp 0.87% to 0.06%; Manhattan Associates Inc 0.87% to 0.16%; Lululemon Athletica Inc 1.12% to 0.56%; Arista Networks Inc 1.31% to 0.83%. New: NVIDIA Corp (7.99%), Walmart Inc (7.92%), Yum! Brands Inc (4.8%), Broadcom Inc (4.35%), Hubbell Inc (2.78%), WW Grainger Inc (2.65%). Gone: Apple Inc (8.01%), Eli Lilly & Co (6.4%), Meta Platforms Inc (5.09%), Colgate-Palmolive Co (3.39%), Vertex Pharmaceuticals Inc (3.2%), Regeneron Pharmaceuticals Inc (3%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 25 Sep 2023 12:00:00 GMThttps://themulden.com/funds/amom/https://themulden.com/funds/amom/51 positions became 51: 29 added (60.21% of the fund), 29 dropped (49.66%). Turnover proxy 69.5%. Largest increases: Casey's General Stores Inc 0.37% to 2.66%; O'Reilly Automotive Inc 1.06% to 3.12%; Vertex Pharmaceuticals Inc 1.89% to 3.2%; Toro Co/The 0.89% to 1.91%; Sysco Corp 1.41% to 2.3%; Reliance Steel & Aluminum Co 1.02% to 1.85%. Largest decreases: Lattice Semiconductor Corp 4.43% to 0.31%; Builders FirstSource Inc 3.19% to 0.73%; Lululemon Athletica Inc 2.96% to 1.12%; Cadence Design Systems Inc 3.26% to 1.54%; IDEXX Laboratories Inc 2.87% to 1.27%; Manhattan Associates Inc 2.46% to 0.87%. New: Apple Inc (8.01%), Meta Platforms Inc (5.09%), Home Depot Inc/The (4.39%), Colgate-Palmolive Co (3.39%), Regeneron Pharmaceuticals Inc (3%), Chemed Corp (2.72%). Gone: Walmart Inc (7.39%), Chevron Corp (6.61%), ConocoPhillips (3.31%), Wingstop Inc (3.08%), Enphase Energy Inc (2.89%), Atkore Inc (2.66%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 22 Jun 2023 12:00:00 GMThttps://themulden.com/funds/amom/https://themulden.com/funds/amom/51 positions became 51: 21 added (51.38% of the fund), 21 dropped (39.95%). Turnover proxy 58.1%. Largest increases: Builders FirstSource Inc 1.19% to 3.19%; Fair Isaac Corp 1.35% to 2.49%; Lululemon Athletica Inc 2% to 2.96%; Enphase Energy Inc 1.96% to 2.89%; Mettler-Toledo International I 1.73% to 2.46%; Steel Dynamics Inc 1.62% to 2.09%. Largest decreases: Hershey Co/The 1.8% to 0.06%; O'Reilly Automotive Inc 2.3% to 1.06%; AutoZone Inc 2.22% to 1.01%; Rollins Inc 1.59% to 0.44%; EOG Resources Inc 2.94% to 1.81%; Murphy USA Inc 1.22% to 0.23%. New: Chevron Corp (6.61%), Eli Lilly & Co (6.38%), Lattice Semiconductor Corp (4.43%), Booking Holdings Inc (3.81%), ConocoPhillips (3.31%), Cadence Design Systems Inc (3.26%). Gone: Home Depot Inc/The (7.59%), Lowe's Cos Inc (3.7%), Nutrien Ltd (3.38%), Humana Inc (2.67%), McKesson Corp (2.32%), Nucor Corp (1.92%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 22 Mar 2023 12:00:00 GMThttps://themulden.com/funds/amom/https://themulden.com/funds/amom/51 positions became 51: 22 added (44.78% of the fund), 22 dropped (46.32%). Turnover proxy 47.3%. Largest increases: Cenovus Energy Inc 2.77% to 3.26%; AutoZone Inc 1.88% to 2.22%; McKesson Corp 2.08% to 2.32%; Sysco Corp 1.9% to 2.13%; O'Reilly Automotive Inc 2.07% to 2.3%; Tractor Supply Co 1.43% to 1.65%. Largest decreases: Builders FirstSource Inc 1.5% to 1.19%; CH Robinson Worldwide Inc 1.38% to 1.21%; Murphy USA Inc 1.36% to 1.22%; Nucor Corp 2.05% to 1.92%; Landstar System Inc 1.19% to 1.13%; Mosaic Co/The 1.51% to 1.45%. New: Walmart Inc (7.76%), Nutrien Ltd (3.38%), EOG Resources Inc (2.94%), Vertex Pharmaceuticals Inc (2.81%), Humana Inc (2.67%), Marathon Petroleum Corp (2.34%). Gone: UnitedHealth Group Inc (7.78%), Costco Wholesale Corp (6.12%), Canadian Natural Resources Ltd (4.05%), ConocoPhillips (3.7%), Pioneer Natural Resources Co (2.25%), Coterra Energy Inc (1.69%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 29 Dec 2022 12:00:00 GMThttps://themulden.com/funds/amom/https://themulden.com/funds/amom/51 positions became 51: 26 added (43.59% of the fund), 26 dropped (52.36%). Turnover proxy 54%. Largest increases: Home Depot Inc/The 4.41% to 7.53%; Costco Wholesale Corp 3.56% to 6.12%; ConocoPhillips 2.56% to 3.7%; Lowe's Cos Inc 2.67% to 3.73%; Canadian Natural Resources Ltd 3.01% to 4.05%; O'Reilly Automotive Inc 1.67% to 2.07%. Largest decreases: Landstar System Inc 1.55% to 1.19%; Flowers Foods Inc 1.55% to 1.2%; Southwestern Energy Co 1.6% to 1.29%; ICL Group Ltd 1.46% to 1.24%; Steel Dynamics Inc 1.66% to 1.48%; Mosaic Co/The 1.58% to 1.51%. New: UnitedHealth Group Inc (7.78%), Pioneer Natural Resources Co (2.25%), McKesson Corp (2.08%), Sysco Corp (1.9%), Dollar Tree Inc (1.83%), Hershey Co/The (1.75%). Gone: Apple Inc (7.66%), Walmart Inc (5.49%), Nutrien Ltd (2.53%), EOG Resources Inc (2.07%), Regeneron Pharmaceuticals Inc (2.04%), Edwards Lifesciences Corp (1.93%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 23 Sep 2022 12:00:00 GMThttps://themulden.com/funds/amom/https://themulden.com/funds/amom/51 positions became 51: 41 added (80.88% of the fund), 41 dropped (78.14%). Turnover proxy 81.6%. Largest increases: Monolithic Power Systems Inc 0.96% to 1.35%; Builders FirstSource Inc 1.32% to 1.49%; Pool Corp 1.47% to 1.55%; Lululemon Athletica Inc 1.77% to 1.83%. Largest decreases: Home Depot Inc/The 6.07% to 4.41%; Blackstone Inc 2.62% to 1.83%; Costco Wholesale Corp 4.09% to 3.56%; Arista Networks Inc 1.74% to 1.54%; Williams-Sonoma Inc 1.54% to 1.4%; INVESCO GOVT AGENCY INSTL 0.27% to 0.16%. New: Apple Inc (7.66%), Walmart Inc (5.49%), Canadian Natural Resources Ltd (3.01%), Lowe's Cos Inc (2.67%), ConocoPhillips (2.56%), Nutrien Ltd (2.53%). Gone: Tesla Inc (8.32%), NVIDIA Corp (7.82%), Adobe Inc (4.55%), salesforce.com Inc (4.14%), Shopify Inc (4.13%), QUALCOMM Inc (3.31%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 23 Jun 2022 12:00:00 GMThttps://themulden.com/funds/amom/https://themulden.com/funds/amom/51 positions became 51: 38 added (79.73% of the fund), 38 dropped (74.13%). Turnover proxy 80.3%. Largest increases: Williams-Sonoma Inc 1.23% to 1.54%; Deckers Outdoor Corp 1.23% to 1.39%; Wayfair Inc 1.24% to 1.35%; Pool Corp 1.46% to 1.47%; Crocs Inc 1.24% to 1.25%. Largest decreases: Monolithic Power Systems Inc 2.13% to 0.96%; Synaptics Inc 1.88% to 0.75%; Generac Holdings Inc 2.46% to 1.4%; SiteOne Landscape Supply Inc 2.08% to 1.19%; Home Depot Inc/The 6.96% to 6.07%; Builders FirstSource Inc 2.02% to 1.32%. New: Tesla Inc (8.32%), NVIDIA Corp (7.82%), Adobe Inc (4.55%), salesforce.com Inc (4.14%), Shopify Inc (4.13%), Costco Wholesale Corp (4.09%). Gone: Amazon.com Inc (7.57%), Lowe's Cos Inc (3.54%), Target Corp (3%), Colgate-Palmolive Co (2.61%), Avis Budget Group Inc (2.6%), DocuSign Inc (2.57%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 23 Mar 2022 12:00:00 GMThttps://themulden.com/funds/amom/https://themulden.com/funds/amom/51 positions became 51: 28 added (66.63% of the fund), 28 dropped (57.29%). Turnover proxy 68.3%. Largest increases: SiteOne Landscape Supply Inc 1.5% to 2.08%; Builders FirstSource Inc 1.6% to 2.02%; Manhattan Associates Inc 1.71% to 2.11%; Lennox International Inc 1.69% to 1.83%; INVESCO GOVT AGENCY INSTL 0.2% to 0.29%. Largest decreases: O'Reilly Automotive Inc 3.63% to 1.63%; AutoZone Inc 3.26% to 1.6%; Tractor Supply Co 2.24% to 1.41%; AutoNation Inc 1.87% to 1.1%; Pool Corp 2.2% to 1.46%; Waters Corp 2.59% to 2.02%. New: Amazon.com Inc (7.57%), Home Depot Inc/The (6.96%), Lowe's Cos Inc (3.54%), Target Corp (3%), Colgate-Palmolive Co (2.61%), Avis Budget Group Inc (2.6%). Gone: Fortinet Inc (3.85%), Match Group Inc (3.61%), Kroger Co/The (2.93%), Zebra Technologies Corp (2.84%), Seagen Inc (2.66%), Cerner Corp (2.5%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 22 Dec 2021 12:00:00 GMThttps://themulden.com/funds/amom/https://themulden.com/funds/amom/51 positions became 51: 22 added (40.59% of the fund), 22 dropped (56.03%). Turnover proxy 56.6%. Largest increases: Fortinet Inc 1.81% to 3.85%; O'Reilly Automotive Inc 1.88% to 3.63%; AutoZone Inc 1.68% to 3.26%; Kroger Co/The 1.62% to 2.93%; Seagen Inc 1.63% to 2.66%; Waters Corp 1.56% to 2.59%. Largest decreases: Novocure Ltd 2.18% to 1.66%; Under Armour Inc 1.5% to 1.44%; Gap Inc/The 1.54% to 1.53%. New: Match Group Inc (3.61%), Zebra Technologies Corp (2.84%), L Brands Inc (2.47%), Tractor Supply Co (2.24%), Ulta Beauty Inc (2.1%), NetApp Inc (2.05%). Gone: Amazon.com Inc (8.61%), Walmart Inc (6.55%), NIKE Inc (4.03%), Texas Instruments Inc (3.4%), Estee Lauder Cos Inc/The (2.85%), Target Corp (2.68%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 24 Sep 2021 12:00:00 GMThttps://themulden.com/funds/amom/https://themulden.com/funds/amom/51 positions became 51: 26 added (43.8% of the fund), 26 dropped (55.25%). Turnover proxy 55.3%. Largest increases: Walmart Inc 4.45% to 6.55%; NIKE Inc 2.84% to 4.03%; Target Corp 1.95% to 2.68%; Amazon.com Inc 7.97% to 8.61%; Autodesk Inc 1.52% to 2.16%; ServiceNow Inc 1.98% to 2.59%. Largest decreases: INVESCO GOVT AGENCY INSTL 0.12% to 0.04%; Ubiquiti Inc 1.44% to 1.43%. New: Texas Instruments Inc (3.4%), Estee Lauder Cos Inc/The (2.85%), Novocure Ltd (2.18%), Colgate-Palmolive Co (2.18%), O'Reilly Automotive Inc (1.88%), VeriSign Inc (1.69%). Gone: Tesla Inc (7.59%), Facebook Inc (7.25%), NVIDIA Corp (3.84%), Adobe Inc (2.86%), Shopify Inc (2.43%), MercadoLibre Inc (1.99%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 23 Jun 2021 12:00:00 GMThttps://themulden.com/funds/amom/https://themulden.com/funds/amom/51 positions became 51: 18 added (31.36% of the fund), 18 dropped (34.38%). Turnover proxy 35.9%. Largest increases: Facebook Inc 6.38% to 7.25%; NVIDIA Corp 3.27% to 3.84%; Walmart Inc 3.92% to 4.45%; Shopify Inc 2.02% to 2.43%; NIKE Inc 2.47% to 2.84%; Square Inc 1.65% to 1.96%. Largest decreases: Align Technology Inc 1.85% to 1.48%; Pool Corp 1.39% to 1.22%; WW Grainger Inc 1.35% to 1.2%; IDEXX Laboratories Inc 1.59% to 1.45%; Fair Isaac Corp 1.22% to 1.09%; Cadence Design Systems Inc 1.48% to 1.37%. New: Tesla Inc (7.59%), MercadoLibre Inc (1.99%), Roku Inc (1.77%), Atlassian Corp PLC (1.58%), DocuSign Inc (1.53%), Etsy Inc (1.5%). Gone: Apple Inc (7.77%), Home Depot Inc/The (3.15%), Lowe's Cos Inc (2%), Estee Lauder Cos Inc/The (1.79%), Intuit Inc (1.76%), Colgate-Palmolive Co (1.73%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 19 Mar 2021 12:00:00 GMThttps://themulden.com/funds/amom/https://themulden.com/funds/amom/52 positions became 51: 32 added (74.43% of the fund), 33 dropped (59.79%). Turnover proxy 74.6%. Largest increases: Pegasystems Inc 1.13% to 1.25%; Fair Isaac Corp 1.15% to 1.22%. Largest decreases: Shopify Inc 6.65% to 2.02%; Advanced Micro Devices Inc 4.94% to 1.74%; DexCom Inc 2.6% to 1.17%; ServiceNow Inc 3.29% to 1.93%; Wayfair Inc 2.28% to 1.22%; VeriSign Inc 1.94% to 1.3%. New: Amazon.com Inc (7.99%), Apple Inc (7.77%), Facebook Inc (6.38%), Walmart Inc (3.92%), NVIDIA Corp (3.27%), Home Depot Inc/The (3.15%). Gone: Tesla Inc (9.3%), Lam Research Corp (3.25%), Edwards Lifesciences Corp (2.98%), Biogen Inc (2.78%), KLA Corp (2.2%), DocuSign Inc (2.11%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 23 Dec 2020 12:00:00 GMThttps://themulden.com/funds/amom/https://themulden.com/funds/amom/49 positions became 52: 35 added (71.71% of the fund), 32 dropped (76.14%). Turnover proxy 78.2%. Largest increases: Edwards Lifesciences Corp 1.69% to 2.98%; DexCom Inc 1.7% to 2.6%; Mettler-Toledo International I 1.32% to 1.98%; Generac Holdings Inc 1.12% to 1.63%; SolarEdge Technologies Inc 1.06% to 1.56%; Seattle Genetics Inc 1.6% to 2.06%. Largest decreases: INVESCO GOVT AGENCY INSTL 1.83% to 0.25%; ACADIA Pharmaceuticals Inc 1.34% to 1.08%; Masimo Corp 1.59% to 1.4%; Coupa Software Inc 1.43% to 1.42%. New: Tesla Inc (9.3%), Shopify Inc (6.65%), Advanced Micro Devices Inc (4.94%), ServiceNow Inc (3.29%), Lam Research Corp (3.25%), Biogen Inc (2.78%). Gone: Microsoft Corp (8.55%), Apple Inc (8.31%), Facebook Inc (7.79%), Walmart Inc (5.16%), Home Depot Inc/The (3.83%), NVIDIA Corp (3.22%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 25 Sep 2020 12:00:00 GMT