CCM
Candelo Capital Management Portfolio holdings
AUM
$104M
1-Year Return
51.18%
This Quarter Return
+15.99%
1 Year Return
+51.18%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$118M
AUM Growth
–
Cap. Flow
+$118M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
68.13%
Holding
26
New
21
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Element Solutions
ESI
|
$9.42M |
| 2 |
CRH
CRH
|
$9.04M |
| 3 |
Builders FirstSource
BLDR
|
$9.03M |
| 4 |
TFI International
TFII
|
$8.63M |
| 5 |
PTC
PTC
|
$8.41M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 35.16% |
| 2 | Technology | 31.99% |
| 3 | Materials | 26.83% |
| 4 | Energy | 6.02% |
| 5 | Consumer Discretionary | 0% |