MC

Mount Capital Portfolio holdings

AUM $248M
1-Year Est. Return 1.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-1.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$259M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$7.43M
2 +$5.09M
3 +$2.57M
4
AYX
Alteryx Inc
AYX
+$2.42M
5
ELV icon
Elevance Health
ELV
+$2.41M

Top Sells

1 +$3.52M
2 +$3.41M
3 +$2.49M
4
KHC icon
Kraft Heinz
KHC
+$2.28M
5
STEL icon
Stellar Bancorp
STEL
+$2.27M

Sector Composition

1 Financials 33.93%
2 Consumer Staples 18.82%
3 Communication Services 18.79%
4 Technology 10.81%
5 Industrials 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-77,447