MC

Mount Capital Portfolio holdings

AUM $279M
1-Year Est. Return 3.84%
This Quarter Est. Return
1 Year Est. Return
+3.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$258M
AUM Growth
+$4.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$30.5M
2
+$11.5M
3
+$10.8M
4
TOST icon
Toast
TOST
+$23

Top Sells

1
+$6.48M
2
+$3.33M
3
+$2.8M
4
AVGO icon
Broadcom
AVGO
+$2.55M
5
IMXI icon
International Money Express
IMXI
+$2.5M

Sector Composition

1 Financials 27.54%
2 Consumer Staples 17.88%
3 Communication Services 15.62%
4 Consumer Discretionary 11.32%
5 Industrials 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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27
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29
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30
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-687,368
34
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36
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38
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-30,960
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42
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-51,989
43
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-69,404
45
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