CI

Carroll Investors Portfolio holdings

AUM $189M
1-Year Est. Return 55.01%
This Quarter Est. Return
1 Year Est. Return
+55.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$26.9M
2 +$20M
3 +$13M
4
CMG icon
Chipotle Mexican Grill
CMG
+$12.2M
5
XYZ
Block Inc
XYZ
+$11.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 43.5%
2 Consumer Discretionary 35.08%
3 Communication Services 6.8%
4 Industrials 5.24%
5 Financials 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$0 ﹤0.01%
+13
202
$0 ﹤0.01%
+81