IC

Inscription Capital Portfolio holdings

AUM $951M
1-Year Est. Return 23.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$881M
AUM Growth
+$588M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$50.1M
2
+$48.9M
3
+$46.2M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$44.1M
5
AAPL icon
Apple
AAPL
+$35.8M

Top Sells

1
+$14.9M
2
+$13.5M
3
+$12.8M
4
IGOV icon
iShares International Treasury Bond ETF
IGOV
+$12.6M
5
BND icon
Vanguard Total Bond Market
BND
+$9.28M

Sector Composition

1 Technology 15.15%
2 Industrials 13.72%
3 Financials 12.06%
4 Healthcare 9.37%
5 Consumer Discretionary 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
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