Alpine Saxon Woods Momentum (S:0P0001UATM)
26.23
-0.69
(-2.56%)
USD |
Dec 31 2025
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of January 23, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Broadcom Inc. | 5.03% | 317.07 | -2.59% |
| Microsoft Corp. | 4.67% | 464.20 | 2.89% |
| NVIDIA Corp. | 4.53% | 187.61 | 1.50% |
| Apple, Inc. | 4.06% | 247.21 | -0.46% |
| L3Harris Technologies, Inc. | 3.81% | 356.26 | 0.14% |
| Palo Alto Networks, Inc. | 3.53% | 183.18 | 0.50% |
| Agnico Eagle Mines Ltd. | 3.51% | 294.91 | 0.19% |
| Alphabet, Inc. | 3.38% | 332.51 | 0.50% |
| NRG Energy, Inc. | 3.37% | 150.71 | -0.25% |
| Meta Platforms, Inc. | 3.06% | 657.41 | 1.51% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |