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
$312M
AUM Growth
+$61.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$5.52M
3
+$5.47M
4
BECN
Beacon Roofing Supply, Inc.
BECN
+$4.73M
5
BLDR icon
Builders FirstSource
BLDR
+$4.22M

Top Sells

1
+$6.28M
2
+$5.53M
3
+$5.05M
4
MINI
Mobile Mini Inc
MINI
+$3.63M
5
FL
Foot Locker
FL
+$2.9M

Sector Composition

1 Industrials 25.04%
2 Technology 19.96%
3 Consumer Discretionary 10.35%
4 Healthcare 9.91%
5 Materials 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
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