CCI

Credit Capital Investments Portfolio holdings

AUM $71.5M
1-Year Est. Return 19.91%
This Quarter Est. Return
1 Year Est. Return
+19.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$77.4M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$1.79M
2 +$989K
3 +$865K
4
TPIC
TPI Composites
TPIC
+$586K
5
NTR icon
Nutrien
NTR
+$506K

Top Sells

1 +$1.32M
2 +$1.08M
3 +$611K
4
KL
Kirkland Lake Gold Ltd Ordinary
KL
+$365K
5
VTRS icon
Viatris
VTRS
+$65.7K

Sector Composition

1 Technology 30.52%
2 Communication Services 23.66%
3 Materials 20.02%
4 Financials 13.4%
5 Healthcare 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$216K 0.28%
+4,013
27
$207K 0.27%
5,000
-26,000
28
$194K 0.25%
30,000
+10,000
29
-7,500