CCG
Chatham Capital Group Portfolio holdings
AUM
$656M
This Quarter Return
+10.35%
1 Year Return
+18.1%
3 Year Return
+71.84%
5 Year Return
+112.51%
10 Year Return
+190.95%
AUM
$494M
AUM Growth
+$494M
(+10%)
Cap. Flow
+$4.31M
Cap. Flow
% of AUM
0.87%
Top 10 Holdings %
Top 10 Hldgs %
26.75%
Holding
188
New
5
Increased
35
Reduced
95
Closed
7
Top Buys
| 1 |
iShares Gold Trust
IAU
|
$11.3M |
| 2 |
Vanguard Small-Cap ETF
VB
|
$3.67M |
| 3 |
StoneX
SNEX
|
$1.06M |
| 4 |
Invesco QQQ Trust
QQQ
|
$740K |
| 5 |
CMS Energy
CMS
|
$558K |
Top Sells
Sector Composition
| 1 | Technology | 15.58% |
| 2 | Financials | 9.66% |
| 3 | Healthcare | 8.92% |
| 4 | Industrials | 7.44% |
| 5 | Consumer Discretionary | 6.88% |
