IC
Inscription Capital Portfolio holdings
AUM
$694M
This Quarter Return
-11.45%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$180M
AUM Growth
–
Cap. Flow
+$180M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
47.36%
Holding
289
New
289
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares National Muni Bond ETF
MUB
|
+$14.8M |
| 2 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
+$12.4M |
| 3 |
Nike
NKE
|
+$11.9M |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$10.3M |
| 5 |
iShares International Equity Factor ETF
INTF
|
+$7.91M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 9.83% |
| 2 | Consumer Discretionary | 8.88% |
| 3 | Industrials | 6.04% |
| 4 | Technology | 4.87% |
| 5 | Healthcare | 3.99% |
