IC
Inscription Capital Portfolio holdings
AUM
$694M
This Quarter Return
+5.92%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$881M
AUM Growth
+$588M
(+201%)
Cap. Flow
+$574M
Cap. Flow
% of AUM
65.2%
Top 10 Holdings %
Top 10 Hldgs %
39.4%
Holding
403
New
211
Increased
71
Reduced
29
Closed
92
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
$51.4M |
| 2 |
JPMorgan Chase
JPM
|
$49.6M |
| 3 |
Omega Flex
OFLX
|
$44.9M |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
$44.4M |
| 5 |
Apple
AAPL
|
$37.8M |
Top Sells
Sector Composition
| 1 | Technology | 15.15% |
| 2 | Industrials | 13.72% |
| 3 | Financials | 12.06% |
| 4 | Healthcare | 9.37% |
| 5 | Consumer Discretionary | 6.37% |
