CCP
Carmel Capital Partners Portfolio holdings
AUM
$285M
1-Year Return
26.04%
This Quarter Return
+12.99%
1 Year Return
+26.04%
3 Year Return
+70.59%
5 Year Return
–
10 Year Return
–
AUM
$134M
AUM Growth
–
Cap. Flow
+$134M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
47.87%
Holding
123
New
123
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Home Depot
HD
|
$24.6M |
| 2 |
Lennar Class A
LEN
|
$14.1M |
| 3 |
Palantir
PLTR
|
$12.1M |
| 4 |
DigitalBridge
DBRG
|
$2.34M |
| 5 |
Lennar Class B
LEN.B
|
$2.21M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 36.52% |
| 2 | Technology | 18.84% |
| 3 | Financials | 10.24% |
| 4 | Healthcare | 8.71% |
| 5 | Communication Services | 6.13% |
