CCG
Ceeto Capital Group Portfolio holdings
AUM
$287M
1-Year Return
16.45%
This Quarter Return
-3.42%
1 Year Return
+16.45%
3 Year Return
+83.15%
5 Year Return
+147.31%
10 Year Return
–
AUM
$263M
AUM Growth
-$8.55M
(-3.1%)
Cap. Flow
+$3.57M
Cap. Flow
% of AUM
1.36%
Top 10 Holdings %
Top 10 Hldgs %
44.65%
Holding
186
New
8
Increased
23
Reduced
15
Closed
8
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$1.19M |
| 2 |
MetLife
MET
|
$803K |
| 3 |
Tesla
TSLA
|
$777K |
| 4 |
Netflix
NFLX
|
$746K |
| 5 |
Oracle
ORCL
|
$737K |
Top Sells
| 1 |
McDonald's
MCD
|
$1.25M |
| 2 |
Cisco
CSCO
|
$1.11M |
| 3 |
CrowdStrike
CRWD
|
$1.03M |
| 4 |
AGCO
AGCO
|
$935K |
| 5 |
Arm
ARM
|
$493K |
Sector Composition
| 1 | Technology | 39.6% |
| 2 | Financials | 12.83% |
| 3 | Healthcare | 9.6% |
| 4 | Consumer Discretionary | 8.99% |
| 5 | Consumer Staples | 8.22% |
