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
$77.6M
AUM Growth
-$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$200K
3
+$44.3K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$43.9K
5
VMC icon
Vulcan Materials
VMC
+$11.3K

Top Sells

1
+$10.6M
2
+$8.94M
3
+$6.94M
4
RNG icon
RingCentral
RNG
+$6.79M
5
JCP
J.C. Penney Company, Inc.
JCP
+$5.68M

Sector Composition

1 Industrials 16.46%
2 Financials 11.8%
3 Consumer Discretionary 10.52%
4 Healthcare 8.05%
5 Technology 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
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