CCM

Community Capital Management Portfolio holdings

AUM $62.8M
1-Year Est. Return 25.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$90.5M
AUM Growth
+$7.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.16M
3
+$758K
4
ZWS icon
Zurn Elkay Water Solutions
ZWS
+$714K
5
BAC icon
Bank of America
BAC
+$690K

Top Sells

1
+$1.92M
2
+$1.3M
3
+$1.17M
4
SKY icon
Champion Homes
SKY
+$791K
5
RVTY icon
Revvity
RVTY
+$734K

Sector Composition

1 Financials 22.42%
2 Technology 14.93%
3 Healthcare 12.54%
4 Real Estate 11.84%
5 Consumer Discretionary 11.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$220K 0.24%
+2,000
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81
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84
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85
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86
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90
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91
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92
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93
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95
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96
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4