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
101
$20K 0.02%
+691
102
$20K 0.02%
+696
103
$20K 0.02%
+1,036
104
$19K 0.01%
+594
105
$19K 0.01%
+1,156
106
$19K 0.01%
+2,035
107
$19K 0.01%
+168
108
$19K 0.01%
+372
109
$19K 0.01%
+538
110
$18K 0.01%
+683
111
$18K 0.01%
+325
112
$18K 0.01%
+458
113
$18K 0.01%
+553
114
$18K 0.01%
+620
115
$18K 0.01%
+316
116
$17K 0.01%
+740
117
$17K 0.01%
+470
118
$17K 0.01%
+343
119
$17K 0.01%
+348
120
$17K 0.01%
+1,922
121
$17K 0.01%
+520
122
$17K 0.01%
+413
123
$16K 0.01%
+61
124
$16K 0.01%
+159
125
$16K 0.01%
+376
3 4
5
6 7