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
$239M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$3.66M
2 +$3.1M
3 +$2.27M
4
USB icon
US Bancorp
USB
+$1.92M
5
FDX icon
FedEx
FDX
+$1.04M

Top Sells

1 +$2.92M
2 +$642K
3 +$274K
4
ACN icon
Accenture
ACN
+$264K
5
SJM icon
J.M. Smucker
SJM
+$210K

Sector Composition

1 Technology 23.02%
2 Financials 17.83%
3 Healthcare 17.59%
4 Consumer Discretionary 16.36%
5 Communication Services 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,074