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
$116M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1 +$1.03M
2 +$872K
3 +$362K
4
RIO icon
Rio Tinto
RIO
+$336K
5
ETSY icon
Etsy
ETSY
+$235K

Top Sells

1 +$1.27M
2 +$783K
3 +$394K
4
JPM icon
JPMorgan Chase
JPM
+$389K
5
AVGO icon
Broadcom
AVGO
+$325K

Sector Composition

1 Technology 42.52%
2 Materials 19.44%
3 Communication Services 17.82%
4 Financials 11.44%
5 Healthcare 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$232K 0.2%
+4,407
27
$229K 0.2%
+5,366
28
$219K 0.19%
+753
29
$204K 0.18%
+699
30
-7,020
31
-1,043
32
-11,436
33
-6,019
34
-58,680