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
$67.3M
AUM Growth
+$7.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Sells

1 +$1.93M
2 +$1.39M
3 +$1M
4
AMZN icon
Amazon
AMZN
+$610K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$404K

Sector Composition

1 Healthcare 14.68%
2 Financials 11.97%
3 Technology 9.66%
4 Industrials 7.98%
5 Communication Services 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-47,016
77
-29,896