CPC

Congress Park Capital Portfolio holdings

AUM $322M
1-Year Est. Return 17.34%
This Quarter Est. Return
1 Year Est. Return
+17.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$3.89M
2 +$3.21M
3 +$2.24M
4
IAC icon
IAC Inc
IAC
+$1.92M
5
MYD icon
BlackRock MuniYield Fund
MYD
+$1.74M

Top Sells

1 +$5.04M
2 +$2.52M
3 +$2.5M
4
CHL
China Mobile Limited
CHL
+$1.72M
5
BABA icon
Alibaba
BABA
+$1.67M

Sector Composition

1 Consumer Discretionary 19.06%
2 Communication Services 14.1%
3 Financials 12%
4 Technology 11.05%
5 Healthcare 10.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-10,050
102
-45,715