MC

Medici Capital Portfolio holdings

AUM $87.8M
1-Year Est. Return 25.62%
This Quarter Est. Return
1 Year Est. Return
+25.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$80.8M
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$24.8M
2
+$11.8M
3
+$6.72M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.78M
5
TSLA icon
Tesla
TSLA
+$2.9M

Top Sells

1
+$183K
2
+$137K

Sector Composition

1 Energy 14.64%
2 Consumer Discretionary 3.59%
3 Healthcare 0.27%
4 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$54M 66.78%
1,379,577
+633,341
2
$11.8M 14.64%
+189,416
3
$6.72M 8.32%
+689,376
4
$3.78M 4.68%
+11,770
5
$2.9M 3.59%
+14,000
6
$733K 0.91%
4,000
-1,000
7
$664K 0.82%
30,000
8
$215K 0.27%
23,294
9
– –
-9,733