CCI
Credit Capital Investments Portfolio holdings
AUM
$106M
1-Year Est. Return
85.24%
This Fund
S&P 500
1 Year Est. Return
+85.24%
AUM
$89.5M
AUM Growth
+$18M
(+25%)
Holding
58
Top Buys
| 1 | +$1M | |
| 2 | +$574K | |
| 3 | +$560K | |
| 4 |
CrowdStrike
CRWD
|
+$537K |
| 5 |
Howmet Aerospace
HWM
|
+$529K |
Top Sells
| 1 | +$871K | |
| 2 | +$568K | |
| 3 | +$548K | |
| 4 |
Apple
AAPL
|
+$431K |
| 5 |
Carnival Corp
CCL
|
+$422K |
Sector Composition
| 1 | Technology | 43.96% |
| 2 | Communication Services | 32.97% |
| 3 | Materials | 7.9% |
| 4 | Consumer Discretionary | 5.03% |
| 5 | Industrials | 4.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
MRSH
51
Marsh
MRSH
$84.2B
| – | – |
-1,300
|
|
||
52
Vistra
VST
$51B
| – | – |
-1,500
|
|
||
53
Ventas
VTR
$38.9B
| – | – |
-4,500
|
|
||
|
54
Apple
AAPL
$3.69T
| – | – |
-2,100
|
|
||
55
Amcor
AMCR
$18.2B
| – | – |
-3,900
|
|
||
56
Amgen
AMGN
$189B
| – | – |
-850
|
|
||
57
Bank of America
BAC
$341B
| – | – |
-12,000
|
|
||
58
EQT Corp
EQT
$40.7B
| – | – |
-4,000
|
|