CCM

CrestPoint Capital Management Portfolio holdings

AUM $180M
1-Year Est. Return 21.37%
This Quarter Est. Return
1 Year Est. Return
+21.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
+$7.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1 +$2.61M
2 +$1.86M
3 +$1.75M
4
JBLU icon
JetBlue
JBLU
+$1.54M
5
TCF
TCF Financial Corporation
TCF
+$1.41M

Top Sells

1 +$1.53M
2 +$1.47M
3 +$1.42M
4
FDX icon
FedEx
FDX
+$1.31M
5
CDW icon
CDW
CDW
+$1.31M

Sector Composition

1 Technology 13.7%
2 Healthcare 12.85%
3 Industrials 12.14%
4 Financials 11.99%
5 Consumer Discretionary 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-52,800
252
-8,500