CCM

Credo Capital Management Portfolio holdings

AUM $23.3M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1 +$3.17M
2 +$2.92M
3 +$2.88M
4
ULTA icon
Ulta Beauty
ULTA
+$2.75M
5
CONN
Conn's Inc.
CONN
+$2.73M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 26.45%
2 Industrials 19.38%
3 Technology 11.74%
4 Consumer Staples 7.54%
5 Healthcare 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$41K 0.03%
+570
77
$41K 0.03%
+741
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$40K 0.03%
+491
79
$40K 0.03%
+1,162
80
$39K 0.03%
+391
81
$39K 0.03%
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82
$39K 0.03%
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83
$38K 0.03%
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84
$38K 0.03%
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$38K 0.03%
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86
$38K 0.03%
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87
$38K 0.03%
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88
$38K 0.03%
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$38K 0.03%
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90
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91
$37K 0.03%
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92
$35K 0.03%
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93
$27K 0.02%
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94
$26K 0.02%
+3,256
95
$24K 0.02%
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$23K 0.02%
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$22K 0.02%
+3,848
98
$22K 0.02%
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$22K 0.02%
+471
100
$20K 0.02%
+387