CCP

Carmel Capital Partners Portfolio holdings

AUM $285M
1-Year Est. Return 26.04%
This Quarter Est. Return
1 Year Est. Return
+26.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$196M
AUM Growth
-$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
762
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$3.22M
3
+$1M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$894K
5
ILMN icon
Illumina
ILMN
+$816K

Top Sells

1
+$14.8M
2
+$4.24M
3
+$3.72M
4
BSCW icon
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
+$2.46M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$2.2M

Sector Composition

1 Consumer Discretionary 28.53%
2 Technology 12.37%
3 Financials 8.44%
4 Real Estate 5.94%
5 Healthcare 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
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