MF
Montis Financial Portfolio holdings
AUM
$360M
1-Year Return
11.55%
This Quarter Return
+5.45%
1 Year Return
+11.55%
3 Year Return
+52.1%
5 Year Return
–
10 Year Return
–
AUM
$360M
AUM Growth
+$19.8M
(+5.8%)
Cap. Flow
+$3.64M
Cap. Flow
% of AUM
1.01%
Top 10 Holdings %
Top 10 Hldgs %
55.85%
Holding
146
New
2
Increased
28
Reduced
68
Closed
12
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
$3.03M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$1.92M |
| 3 |
Hartford Municipal Opportunities ETF
HMOP
|
$1.57M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$736K |
| 5 |
Airbnb
ABNB
|
$728K |
Sector Composition
| 1 | Technology | 5.69% |
| 2 | Financials | 4.61% |
| 3 | Industrials | 1.61% |
| 4 | Communication Services | 1.19% |
| 5 | Healthcare | 1.18% |
