MCM

McRae Capital Management Portfolio holdings

AUM $490M
1-Year Est. Return 10.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$355K
2 +$281K
3 +$261K
4
BBBY
Bed Bath & Beyond Inc
BBBY
+$261K
5
T icon
AT&T
T
+$218K

Top Sells

1 +$936K
2 +$308K
3 +$249K
4
MDT icon
Medtronic
MDT
+$177K
5
PWR icon
Quanta Services
PWR
+$133K

Sector Composition

1 Financials 19.73%
2 Healthcare 16%
3 Technology 15.97%
4 Consumer Staples 9.59%
5 Industrials 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-45,400