IC

Inscription Capital Portfolio holdings

AUM $928M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$2.06M
2 +$1.89M
3 +$1.52M
4
GS icon
Goldman Sachs
GS
+$1.49M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$839K

Sector Composition

1 Technology 14.13%
2 Healthcare 8.31%
3 Consumer Discretionary 7.69%
4 Consumer Staples 7.4%
5 Financials 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-16,247