CCM

Cota Capital Management Portfolio holdings

AUM $177K
1-Year Est. Return 63.94%
This Quarter Est. Return
1 Year Est. Return
-63.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$199M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Technology 99.79%
2 Healthcare 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43.4M 21.74%
842,538
2
$28.5M 14.26%
243,522
3
$22.9M 11.5%
599,355
4
$22.3M 11.2%
341,688
5
$21M 10.54%
327,984
6
$17.5M 8.78%
119,662
7
$13.3M 6.65%
877,881
8
$11.8M 5.9%
710,385
9
$11.3M 5.68%
221,914
10
$7.07M 3.54%
215,987
11
$422K 0.21%
562,278