CCP
Carmel Capital Partners Portfolio holdings
AUM
$285M
1-Year Est. Return
17.34%
This Fund
S&P 500
1 Year Est. Return
+17.34%
AUM
$223M
AUM Growth
+$28.8M
(+15%)
Holding
782
Top Buys
| 1 | +$4.42M | |
| 2 | +$3.85M | |
| 3 | +$2.99M | |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
+$2.3M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$2.18M |
Top Sells
| 1 | +$1.03M | |
| 2 | +$1.03M | |
| 3 | +$829K | |
| 4 |
Liberty Media Series C
FWONK
|
+$350K |
| 5 |
Labcorp
LH
|
+$301K |
Sector Composition
| 1 | Consumer Discretionary | 21.87% |
| 2 | Technology | 10.52% |
| 3 | Financials | 7.82% |
| 4 | Healthcare | 4.87% |
| 5 | Real Estate | 4.63% |