CCM
Carmel Capital Management Portfolio holdings
AUM
$297M
1-Year Est. Return
37%
1 Year Est. Return
+37%
AUM
$246M
AUM Growth
-$18.4M
(-7%)
Holding
26
Top Buys
| 1 | +$1.95M | |
| 2 | +$1.44M | |
| 3 | +$182K | |
| 4 |
RTX Corp
RTX
|
+$113K |
| 5 |
Applied Materials
AMAT
|
+$103K |
Top Sells
| 1 | +$2.3M | |
| 2 | +$1.98M | |
| 3 | +$122K | |
| 4 |
Apple
AAPL
|
+$31.1K |
| 5 |
JPMorgan Chase
JPM
|
+$18.4K |
Sector Composition
| 1 | Technology | 39.14% |
| 2 | Financials | 20.75% |
| 3 | Utilities | 12.17% |
| 4 | Industrials | 9.3% |
| 5 | Consumer Discretionary | 7.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
State Street SPDR S&P Biotech ETF
XBI
$6.37B
| – | – |
-25,594
|
|