CCM

Coe Capital Management Portfolio holdings

AUM $106M
1-Year Est. Return 53.24%
This Quarter Est. Return
1 Year Est. Return
+53.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$251M
AUM Growth
-$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$7.05M
2
+$5.83M
3
+$5.53M
4
HZO icon
MarineMax
HZO
+$4.93M
5
BKD icon
Brookdale Senior Living
BKD
+$3.64M

Top Sells

1
+$5.74M
2
+$5.6M
3
+$4.82M
4
RNG icon
RingCentral
RNG
+$4.7M
5
SHOO icon
Steven Madden
SHOO
+$4.67M

Sector Composition

1 Technology 19.43%
2 Industrials 17.93%
3 Consumer Discretionary 15.15%
4 Healthcare 10.87%
5 Financials 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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