CAM
Concorde Asset Management Portfolio holdings
AUM
$186M
This Quarter Return
+8.7%
1 Year Return
+14.2%
3 Year Return
+31.79%
5 Year Return
+142.89%
10 Year Return
+217.37%
AUM
$175M
AUM Growth
+$175M
(+47%)
Cap. Flow
+$50.4M
Cap. Flow
% of AUM
28.74%
Top 10 Holdings %
Top 10 Hldgs %
33.77%
Holding
191
New
70
Increased
69
Reduced
37
Closed
13
Top Buys
| 1 |
Atlassian
TEAM
|
$2.15M |
| 2 |
Industrial Select Sector SPDR Fund
XLI
|
$2.05M |
| 3 |
Trade Desk
TTD
|
$1.75M |
| 4 |
Fastly
FSLY
|
$1.61M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.5M |
Top Sells
Sector Composition
| 1 | Technology | 12.38% |
| 2 | Healthcare | 5.21% |
| 3 | Communication Services | 3.13% |
| 4 | Consumer Discretionary | 2.4% |
| 5 | Industrials | 1.32% |
