CCM

Coe Capital Management Portfolio holdings

AUM $106M
1-Year Est. Return 53.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+53.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$342M
AUM Growth
+$56.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1 +$7.62M
2 +$7.16M
3 +$5.53M
4
KNGT
KNIGHT TRANSPORTATION INC
KNGT
+$4.69M
5
CIEN icon
Ciena
CIEN
+$4.56M

Sector Composition

1 Technology 25.87%
2 Industrials 20.77%
3 Consumer Discretionary 9.13%
4 Energy 7.89%
5 Healthcare 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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