MF

Montis Financial Portfolio holdings

AUM $434M
1-Year Est. Return 11.56%
This Quarter Est. Return
1 Year Est. Return
+11.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$168M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$1.63M
2 +$1.27M
3 +$1.13M
4
NVO icon
Novo Nordisk
NVO
+$704K
5
AAPL icon
Apple
AAPL
+$508K

Top Sells

1 +$2.03M
2 +$497K
3 +$375K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$344K
5
VFH icon
Vanguard Financials ETF
VFH
+$312K

Sector Composition

1 Technology 20.98%
2 Financials 4.58%
3 Industrials 3.63%
4 Healthcare 2.54%
5 Communication Services 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,722
77
-2,859
78
-3,663