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
$248M
AUM Growth
-$66.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$6.25M
2
+$5.7M
3
+$5.68M
4
KFY icon
Korn Ferry
KFY
+$4.54M
5
KNL
Knoll, Inc.
KNL
+$4.04M

Top Sells

1
+$7.98M
2
+$7.4M
3
+$5.17M
4
EGHT icon
8x8 Inc
EGHT
+$4.6M
5
XPO icon
XPO
XPO
+$4.48M

Sector Composition

1 Technology 25.18%
2 Industrials 16.2%
3 Consumer Discretionary 13.07%
4 Materials 5.38%
5 Healthcare 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
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