CCC

Chelsea Counsel Company Portfolio holdings

AUM $225M
1-Year Est. Return 26.93%
This Quarter Est. Return
1 Year Est. Return
+26.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$225M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1 +$631K
2 +$609K
3 +$71.9K
4
AMZN icon
Amazon
AMZN
+$66.5K
5
AVGO icon
Broadcom
AVGO
+$46.2K

Top Sells

1 +$545K
2 +$541K
3 +$480K
4
MO icon
Altria Group
MO
+$277K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$238K

Sector Composition

1 Technology 21.71%
2 Industrials 16.18%
3 Energy 11.62%
4 Communication Services 10.3%
5 Materials 7.45%