FMTM
MarketDesk Focused U.S. Momentum ETF
stock NASDAQ ETF

i totally see where u’r coming from – SPMO already holds a ton of the same big tech names as QNDX and FTEC. If you’re looking to trim overlap, killer combo is SPYM + SPMO + AVUV for core, then maybe add one factor orbit like FMTM or XMMO if the extra tilt feels worth it. keep it simple and you’ll reduce trading noise and expense ratios too.

i totally see where u’r coming from – SPMO already holds a ton of the same big tech names as QNDX and FTEC. If you’re looking to trim overlap, killer combo is SPYM + SPMO + AVUV for core, then maybe add one factor orbit like FMTM or XMMO if the extra tilt feels worth it. keep it simple and you’ll reduce trading noise and expense ratios too.

I agree that's it's been sideways for a few months, but so has VOO and SPMO. FMTM is not even 2 years old, so no track record yet, but I think FMTM will surprise.

Man, FMTM has been a disappointment.

I guess you could call me an AI doomer, but I’m longterm bullish on tech. You gotta be in almost every market regime. I hold a large position in AIS.
With that said, my biggest non-tech sector holdings are GRID, PAVE and ISRG. I also have FMTM to chase momentum across the various sectors. It’s still 40% tech - but the other 60% is spread across healthcare, energy, industrials, real estate, cons staples, utilities.
I’m a heavy SPMO user, but I run it along side GARP, VFLO and AVUV. So I’m fairly dialed into my value at the current moment, but even those are fairly tech heavy at the top.