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
$421K
AUM Growth
-$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$5.45M
2 +$5M
3 +$4.36M
4
ESTC icon
Elastic
ESTC
+$4M
5
S icon
SentinelOne
S
+$2.99M

Sector Composition

1 Healthcare 100%
2 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$421K 100%
562,278
2
-24,386
3
-101,936
4
-37,895
5
-52,143
6
-125,011
7
-29,242