CCA

Covey Capital Advisors Portfolio holdings

AUM $92.9M
1-Year Est. Return 24.7%
This Quarter Est. Return
1 Year Est. Return
+24.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$21.3M
2 +$17.9M
3 +$17.7M
4
CCK icon
Crown Holdings
CCK
+$16.3M
5
CHK
Chesapeake Energy Corporation
CHK
+$14.6M

Top Sells

No sells this quarter

Sector Composition

1 Financials 27.15%
2 Consumer Discretionary 17.81%
3 Energy 15.68%
4 Industrials 14.76%
5 Communication Services 12.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$215K 0.12%
+3,000