IC
Inscription Capital Portfolio holdings
AUM
$951M
1-Year Est. Return
23.85%
This Fund
S&P 500
1 Year Est. Return
+23.85%
AUM
$928M
AUM Growth
+$234M
(+34%)
Holding
668
Top Buys
| 1 | +$18.1M | |
| 2 | +$2.73M | |
| 3 | +$2.55M | |
| 4 |
Microsoft
MSFT
|
+$2.47M |
| 5 |
Chevron
CVX
|
+$2.06M |
Top Sells
| 1 | +$4.09M | |
| 2 | +$3.4M | |
| 3 | +$1.3M | |
| 4 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
+$1.15M |
| 5 |
iShares International Treasury Bond ETF
IGOV
|
+$649K |
Sector Composition
| 1 | Technology | 18.25% |
| 2 | Consumer Discretionary | 8.36% |
| 3 | Financials | 7.03% |
| 4 | Industrials | 6.61% |
| 5 | Consumer Staples | 5.95% |