MC

Mount Capital Portfolio holdings

AUM $310M
1-Year Est. Return 26.88%
This Quarter Est. Return
1 Year Est. Return
+26.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
-$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$16M
2 +$4.87M
3 +$4.77M
4
SCHW icon
Charles Schwab
SCHW
+$3.79M

Top Sells

1 +$18.4M
2 +$8.95M
3 +$4.61M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.04M
5
HGV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-78,350