CRC

Catawba River Capital Portfolio holdings

AUM $220M
1-Year Est. Return 23.61%
This Quarter Est. Return
1 Year Est. Return
+23.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$25.2M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$2.27M
2 +$1.68M
3 +$1.57M
4
GLD icon
SPDR Gold Trust
GLD
+$1.45M
5
IESC icon
IES Holdings
IESC
+$1.25M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 27.6%
2 Consumer Discretionary 23.26%
3 Technology 19.45%
4 Healthcare 4.08%
5 Real Estate 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$131K 0.52%
+27,343