CCM

Cadence Capital Management Portfolio holdings

AUM $415M
1-Year Est. Return 11.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-11.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.43B
AUM Growth
+$57.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
728
New
Increased
Reduced
Closed

Top Buys

1 +$9.42M
2 +$8.57M
3 +$8.06M
4
ADM icon
Archer Daniels Midland
ADM
+$4.24M
5
NEE icon
NextEra Energy
NEE
+$3.25M

Top Sells

1 +$10.3M
2 +$9.22M
3 +$8.56M
4
VLO icon
Valero Energy
VLO
+$7.68M
5
AMP icon
Ameriprise Financial
AMP
+$7.34M

Sector Composition

1 Industrials 13.96%
2 Technology 12.82%
3 Financials 12.46%
4 Consumer Staples 11.9%
5 Healthcare 11.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
-10,880
727
-47,297
728
-60,695