UC

Unterberg Capital Portfolio holdings

AUM $77.6M
1-Year Est. Return 51.73%
This Quarter Est. Return
1 Year Est. Return
+51.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$77.9M
AUM Growth
+$7.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$4.03M
2 +$3.21M
3 +$3.04M
4
VRTU
Virtusa Corporation
VRTU
+$2.94M
5
ASUR icon
Asure Software
ASUR
+$2.92M

Top Sells

1 +$9.51M
2 +$3.44M
3 +$3.35M
4
MATR
Mattersight Corp.
MATR
+$3.26M
5
CHGG icon
Chegg
CHGG
+$2.5M

Sector Composition

1 Technology 61.24%
2 Industrials 17.79%
3 Consumer Staples 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-1,219,188