CCM
Coe Capital Management Portfolio holdings
AUM
$106M
1-Year Return
53.24%
This Quarter Return
+3.86%
1 Year Return
+53.24%
3 Year Return
+84.37%
5 Year Return
+187%
10 Year Return
–
AUM
$261M
AUM Growth
–
Cap. Flow
+$261M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
21.63%
Holding
221
New
221
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
IPG Photonics
IPGP
|
$7.3M |
| 2 |
Lennar Class A
LEN
|
$6.53M |
| 3 |
Light & Wonder
LNW
|
$6.02M |
| 4 |
Hanesbrands
HBI
|
$5.83M |
| 5 |
IDTI
Integrated Device Technology I
IDTI
|
$5.47M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 20.45% |
| 2 | Consumer Discretionary | 19.45% |
| 3 | Industrials | 11.97% |
| 4 | Energy | 4.73% |
| 5 | Healthcare | 4.32% |
