MC
Mount Capital Portfolio holdings
AUM
$310M
1-Year Return
26.88%
This Quarter Return
-1.66%
1 Year Return
+26.88%
3 Year Return
+43.59%
5 Year Return
–
10 Year Return
–
AUM
$234M
AUM Growth
-$23.9M
(-9.3%)
Cap. Flow
-$16.2M
Cap. Flow
% of AUM
-6.94%
Top 10 Holdings %
Top 10 Hldgs %
90.23%
Holding
26
New
1
Increased
3
Reduced
5
Closed
7
Top Buys
| 1 |
Crown Holdings
CCK
|
+$16M |
| 2 |
Liberty Broadband Class C
LBRDK
|
+$4.87M |
| 3 |
CarGurus
CARG
|
+$4.77M |
| 4 |
Charles Schwab
SCHW
|
+$3.79M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$18.4M |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$8.95M |
| 3 |
Otis Worldwide
OTIS
|
+$4.61M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$3.04M |
| 5 |
Hilton Grand Vacations
HGV
|
+$2.29M |
Sector Composition
| 1 | Financials | 28.07% |
| 2 | Communication Services | 21.29% |
| 3 | Consumer Discretionary | 19.58% |
| 4 | Consumer Staples | 17.7% |
| 5 | Industrials | 0.83% |