CCI

Credit Capital Investments Portfolio holdings

AUM $106M
1-Year Est. Return 85.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+85.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$75.4M
AUM Growth
-$1.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$2.78M
3
+$1.15M
4
T icon
AT&T
T
+$1.06M
5
FTNT icon
Fortinet
FTNT
+$740K

Top Sells

1
+$2.93M
2
+$1.88M
3
+$929K
4
BKR icon
Baker Hughes
BKR
+$740K
5
TTE icon
TotalEnergies
TTE
+$692K

Sector Composition

1 Communication Services 29.83%
2 Technology 26.26%
3 Materials 20.78%
4 Financials 9.87%
5 Consumer Discretionary 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-5,000
77
– –
-91,089
1 2 3
4