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
151
$12K 0.01%
+512
152
$12K 0.01%
+679
153
$12K 0.01%
+1,011
154
$12K 0.01%
+370
155
$11K 0.01%
+250
156
$11K 0.01%
+551
157
$10K 0.01%
+307
158
$10K 0.01%
+722
159
$10K 0.01%
+330
160
$9K 0.01%
+219
161
$9K 0.01%
+1,432
162
$9K 0.01%
+184
163
0