CCI

Credit Capital Investments Portfolio holdings

AUM $110M
1-Year Est. Return 118.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+118.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$19.8M
AUM Growth
-$78.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$727K
3
+$573K
4
IBM icon
IBM
IBM
+$132K
5
T icon
AT&T
T
+$109K

Top Sells

1
+$32.3M
2
+$5.5M
3
+$3.3M
4
NVDA icon
NVIDIA
NVDA
+$2.59M
5
C icon
Citigroup
C
+$2.4M

Sector Composition

1 Communication Services 64.49%
2 Healthcare 15.07%
3 Energy 10.5%
4 Technology 4.42%
5 Materials 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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28
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29
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30
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31
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32
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35
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-204,540
39
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-9,500
40
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-92,502
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