MCCP

Mission Creek Capital Partners Portfolio holdings

AUM $495M
1-Year Est. Return 26.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$397M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1 +$11.3M
2 +$2.37M
3 +$2.28M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.73M
5
JPM icon
JPMorgan Chase
JPM
+$1.59M

Top Sells

1 +$6.58M
2 +$3.6M
3 +$1.9M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.62M
5
VZ icon
Verizon
VZ
+$1.17M

Sector Composition

1 Technology 24.46%
2 Healthcare 10.75%
3 Financials 9.53%
4 Consumer Discretionary 8.65%
5 Communication Services 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$2.2M 0.55%
19,558
+5,683
52
$2.16M 0.54%
7,919
+2,136
53
$2.15M 0.54%
32,820
+17,405
54
$2.11M 0.53%
6,949
+1,153
55
$2.04M 0.51%
9,977
+46
56
$2M 0.5%
5,870
-495
57
$1.91M 0.48%
8,892
-245
58
$1.86M 0.47%
37,367
-36,479
59
$1.86M 0.47%
3,358
+1,504
60
$1.85M 0.47%
11,765
+6,460
61
$1.83M 0.46%
7,739
+5,163
62
$1.76M 0.44%
5,628
+3,757
63
$1.75M 0.44%
12,060
+1,750
64
$1.72M 0.43%
4,606
65
$1.71M 0.43%
23,572
+7,686
66
$1.71M 0.43%
16,456
+1,390
67
$1.69M 0.43%
24,121
-7,212
68
$1.69M 0.43%
29,540
-17,118
69
$1.62M 0.41%
7,609
-3,414
70
$1.58M 0.4%
7,052
+95
71
$1.57M 0.4%
11,154
+6,795
72
$1.56M 0.39%
56,480
+155
73
$1.55M 0.39%
5,873
+2
74
$1.54M 0.39%
17,289
+10,354
75
$1.54M 0.39%
40,535
+12