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
$270M
AUM Growth
-$4.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$9.62M
2
+$8.09M
3
+$7.68M
4
AIRM
Air Methods Corp
AIRM
+$6.54M
5
SHOO icon
Steven Madden
SHOO
+$5.16M

Top Sells

1
+$5.48M
2
+$4.55M
3
+$4.49M
4
AGN
Allergan plc
AGN
+$4.31M
5
CVGW icon
Calavo Growers
CVGW
+$3.88M

Sector Composition

1 Technology 27.32%
2 Industrials 22.67%
3 Consumer Discretionary 16.04%
4 Healthcare 4.21%
5 Financials 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
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