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
126
$16K 0.01%
+479
127
$16K 0.01%
+710
128
$16K 0.01%
+209
129
$16K 0.01%
+614
130
$16K 0.01%
+710
131
$16K 0.01%
+611
132
$16K 0.01%
+881
133
$15K 0.01%
+517
134
$15K 0.01%
+177
135
$15K 0.01%
+156
136
$15K 0.01%
+1,642
137
$15K 0.01%
+561
138
$14K 0.01%
+996
139
$14K 0.01%
+376
140
$14K 0.01%
+245
141
$14K 0.01%
+329
142
$14K 0.01%
+297
143
$13K 0.01%
+257
144
$13K 0.01%
+3
145
$13K 0.01%
+344
146
$13K 0.01%
+205
147
$13K 0.01%
+198
148
$13K 0.01%
+341
149
$13K 0.01%
+919
150
$12K 0.01%
+408
3 4 5
6
7