Principal Sustainable Momentum Index (PMOM) ETF Holdings & Analysis
ETFOther
Track PMOM in your portfolio for free · Portfolio tracker
What PMOM does
This ETF's primary goal is to mirror, as closely as possible and prior to expenses, the performance of the Nasdaq U.S. Sustainable Momentum Index. The fund typically allocates a minimum of 80% of its net assets, augmented by any borrowed capital for investment, to the specific equity holdings that constitute the index at the time of acquisition. The underlying index itself employs a systematic quantitative model to identify suitable stocks, encompassing both growth and value characteristics, from within the broader Nasdaq US Large Mid Cap Index. These selected securities are chosen for exhibiting sustained upward price momentum, a determination made by analyzing their historical stock performance across diverse timeframes and varying market environments.
Fund profile
Sector allocation
| Consumer Cyclical | 23.14% |
| Energy | 22.71% |
| Financial Services | 14.36% |
| Industrials | 10.90% |
| Real Estate | 8.47% |
| Healthcare | 5.51% |
| Technology | 4.19% |
| Communication Services | 4.17% |
| Basic Materials | 3.04% |
| Consumer Defensive | 3.03% |
| Utilities | 0.49% |
PortView Portfolio Insights
PortView analyzes how PMOM fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.
Analyze PMOM in PortView →Related securities
Related stocks
Frequently asked questions
- What does PMOM track?
- PMOM is the Principal Sustainable Momentum Index ETF, a Other ETF.
- What is the expense ratio of PMOM?
- Expense ratio data for PMOM is shown on the page when available from our data provider.
- What are the largest holdings in PMOM?
- PMOM's top holdings are listed on this page when available.
- How can PortView analyze PMOM overlap with other ETFs?
- PortView computes the holdings overlap between PMOM and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.
The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.