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
$89.1M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$847K
2
+$763K
3
+$558K
4
CF icon
CF Industries
CF
+$505K
5
DXC icon
DXC Technology
DXC
+$422K

Top Sells

1
+$1.07M
2
+$459K
3
+$250K
4
MPC icon
Marathon Petroleum
MPC
+$207K
5
HL icon
Hecla Mining
HL
+$194K

Sector Composition

1 Technology 30.22%
2 Communication Services 22.46%
3 Materials 20.99%
4 Financials 14.46%
5 Healthcare 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$221K 0.25%
+1,043
27
$140K 0.16%
+11,436
28
– –
-7,000
29
– –
-6,000
30
– –
-30,000
31
– –
-5,000
32
– –
-28,600
1
2