CRC
Catawba River Capital Portfolio holdings
AUM
$197M
1-Year Return
23.81%
This Quarter Return
+32.04%
1 Year Return
+23.81%
3 Year Return
+68.03%
5 Year Return
–
10 Year Return
–
AUM
$25.2M
AUM Growth
–
Cap. Flow
+$25.2M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
52.53%
Holding
26
New
26
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares TIPS Bond ETF
TIP
|
$2.27M |
| 2 |
Green Brick Partners
GRBK
|
$1.68M |
| 3 |
Patrick Industries
PATK
|
$1.57M |
| 4 |
SPDR Gold Trust
GLD
|
$1.45M |
| 5 |
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% |